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 | Direct payment from the plan; Custodi... | $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 | $69,774+218.9% | $67,575+229.3% | $74,459+198.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.28% | -40.53%+51.8pp | 3528.98%-3517.7pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $6,006 | $2,710+121.6% | $2,736+119.5% | $2,626+128.7% |
| Participant deferral / active EE | $8,950 | $3,636+146.1% | $4,003+123.6% | $4,350+105.8% |
| Admin fee / account holder | $120 | $890-86.5% | $3,993-97.0% | $1,945-93.8% |