Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,875 |
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 | $139,012 | $127,246+9.2% | $75,728+83.6% | $101,555+36.9% |
| Participation rate | 96.9% | 76.6%+20.3pp | 74.8%+22.1pp | 74.5%+22.4pp |
| Annual return | 12.14% | 14.35%-2.2pp | 104.66%-92.5pp | 21.00%-8.9pp |
| Employer contribution / active EE | $7,592 | $4,333+75.2% | $2,743+176.8% | $2,972+155.5% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,820-100.0% | $4,874-100.0% |
| Admin fee / account holder | $0 | $42-99.6% | $3,620-100.0% | $139-99.9% |