Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $163,846 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,333 |
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 | $133,730 | $117,148+14.2% | $67,560+97.9% | $99,313+34.7% |
| Participation rate | 97.5% | 72.7%+24.9pp | 72.9%+24.6pp | 71.7%+25.8pp |
| Annual return | 10.78% | 14.15%-3.4pp | 3533.50%-3522.7pp | 17.67%-6.9pp |
| Employer contribution / active EE | $8,341 | $4,623+80.4% | $2,737+204.8% | $3,264+155.5% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,004-100.0% | $5,346-100.0% |
| Admin fee / account holder | $14 | $50-72.3% | $3,994-99.7% | $109-87.3% |