Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,977 |
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 | $119,929 | $98,780+21.4% | $60,919+96.9% | $77,906+53.9% |
| Participation rate | 95.9% | 76.7%+19.2pp | 73.1%+22.8pp | 73.7%+22.2pp |
| Annual return | -10.02% | -11.56%+1.5pp | 16.98%-27.0pp | 12.16%-22.2pp |
| Employer contribution / active EE | $7,685 | $3,605+113.2% | $2,704+184.2% | $2,846+170.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $2 | $89-97.7% | $3,226-99.9% | $133-98.5% |