Filed November 5, 2018 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,192 |
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 | $165,398 | $53,684+208.1% | $170,435-3.0% | $80,976+104.3% |
| Participation rate | 74.0% | 69.2%+4.8pp | 83.6%-9.6pp | 68.3%+5.8pp |
| Annual return | 66.11% | 25.97%+40.1pp | 205.94%-139.8pp | 22.91%+43.2pp |
| Employer contribution / active EE | $3,375 | $1,642+105.6% | $5,432-37.9% | $2,402+40.5% |
| Participant deferral / active EE | $4,663 | $3,017+54.6% | $4,939-5.6% | $3,848+21.2% |
| Admin fee / account holder | $1 | $46-96.8% | $13,881-100.0% | $67-97.8% |