Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,508 | $79,151+163.4% | $60,906+242.3% | $64,819+221.7% |
| Participation rate | 91.7% | 77.7%+13.9pp | 73.1%+18.6pp | 71.5%+20.2pp |
| Annual return | -9.44% | -7.12%-2.3pp | 16.94%-26.4pp | 32.84%-42.3pp |
| Employer contribution / active EE | $4,427 | $3,052+45.0% | $2,703+63.8% | $2,507+76.6% |
| Participant deferral / active EE | $7,778 | $3,727+108.7% | $3,814+103.9% | $4,311+80.4% |
| Admin fee / account holder | $1 | $106-98.7% | $3,227-100.0% | $188-99.2% |