Filed December 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $83,454 |
Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $63,852 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,273 | $120,057+67.6% | $75,728+165.8% | $93,010+116.4% |
| Participation rate | 74.7% | 77.3%-2.6pp | 74.8%-0.1pp | 73.9%+0.8pp |
| Annual return | 12.60% | 19.62%-7.0pp | 104.66%-92.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $7,472 | $3,253+129.7% | $2,743+172.4% | $2,705+176.2% |
| Participant deferral / active EE | $4,581 | $4,089+12.0% | $3,820+19.9% | $4,561+0.4% |
| Admin fee / account holder | $75 | $81-8.3% | $3,620-97.9% | $152-50.8% |