Filed August 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 37 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Loan Processing | $18,818 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,231 | $48,327+117.7% | $67,575+55.7% | $80,935+30.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 72.9%+11.7pp | 67.7%+17.0pp |
| Annual return | 12.85% | 18.31%-5.5pp | 3528.98%-3516.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $7,056 | $2,022+248.9% | $2,736+157.9% | $2,757+156.0% |
| Participant deferral / active EE | $5,464 | $2,927+86.6% | $4,003+36.5% | $4,299+27.1% |
| Admin fee / account holder | $131 | $3,692-96.4% | $3,993-96.7% | $6,924-98.1% |