Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,212 |
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 | $127,003 | $111,545+13.9% | $64,110+98.1% | $103,657+22.5% |
| Participation rate | 97.1% | 74.9%+22.2pp | 72.3%+24.7pp | 73.4%+23.7pp |
| Annual return | 12.85% | 17.80%-4.9pp | 33.75%-20.9pp | 33.13%-20.3pp |
| Employer contribution / active EE | $7,839 | $4,573+71.4% | $2,751+185.0% | $3,216+143.8% |
| Participant deferral / active EE | $0 | $4,715-100.0% | $3,883-100.0% | $5,218-100.0% |
| Admin fee / account holder | $3 | $45-92.7% | $3,071-99.9% | $114-97.1% |