Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,901 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,794 | $49,270+135.0% | $156,551-26.0% | $329,111-64.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 84.0%+16.0pp | 67.9%+32.1pp |
| Annual return | 7.52% | 23.25%-15.7pp | 32.23%-24.7pp | 16.35%-8.8pp |
| Employer contribution / active EE | $4,563 | $1,534+197.4% | $5,501-17.1% | $2,303+98.1% |
| Participant deferral / active EE | $6,674 | $2,920+128.6% | $4,871+37.0% | $3,682+81.3% |
| Admin fee / account holder | $10 | $51-80.4% | $13,028-99.9% | $754-98.7% |