Filed December 15, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $850 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $193,740 | $60,454+220.5% | $81,844+136.7% | $74,459+160.2% |
| Participation rate | 97.4% | 63.0%+34.4pp | 72.4%+25.0pp | 67.2%+30.2pp |
| Annual return | 11.29% | 16.87%-5.6pp | 778.87%-767.6pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $5,511 | $2,630+109.6% | $2,916+89.0% | $2,626+109.9% |
| Participant deferral / active EE | $8,430 | $3,398+148.1% | $4,323+95.0% | $4,350+93.8% |
| Admin fee / account holder | $5 | $1,490-99.7% | $7,355-99.9% | $1,945-99.8% |