Filed December 13, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $78,567 |
Filed as: FIDELITY INVEST. INSTIT OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $56,001 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,627 | $98,780+70.7% | $60,919+176.8% | $77,906+116.4% |
| Participation rate | 74.2% | 76.7%-2.5pp | 73.1%+1.1pp | 73.7%+0.5pp |
| Annual return | -11.29% | -11.56%+0.3pp | 16.98%-28.3pp | 12.16%-23.4pp |
| Employer contribution / active EE | $5,966 | $3,605+65.5% | $2,704+120.7% | $2,846+109.6% |
| Participant deferral / active EE | $4,647 | $4,200+10.6% | $3,814+21.8% | $4,805-3.3% |
| Admin fee / account holder | $65 | $89-26.4% | $3,226-98.0% | $133-50.8% |