Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $118,717 | $127,246-6.7% | $75,728+56.8% | $101,555+16.9% |
| Participation rate | 51.1% | 76.6%-25.5pp | 74.8%-23.7pp | 74.5%-23.5pp |
| Annual return | 13.57% | 14.35%-0.8pp | 104.66%-91.1pp | 21.00%-7.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $2,743-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $3,975 | $4,639-14.3% | $3,820+4.1% | $4,874-18.4% |
| Admin fee / account holder | $0 | $42-99.8% | $3,620-100.0% | $139-100.0% |