Filed July 14, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $30,689 |
Filed as: VALIC Service code 18 · EIN 74-1625348 | Custodial (other than securities); Di... | $17,579 |
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 | $222,521 | $69,771+218.9% | $67,524+229.5% | $74,400+199.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.28% | -40.49%+51.8pp | 3519.41%-3508.1pp | 1367.51%-1356.2pp |
| Employer contribution / active EE | $6,006 | $2,710+121.6% | $2,734+119.7% | $2,624+128.8% |
| Participant deferral / active EE | $8,950 | $3,638+146.0% | $4,001+123.7% | $4,348+105.8% |
| Admin fee / account holder | $120 | $889-86.5% | $4,001-97.0% | $1,944-93.8% |