Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,925 |
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 | $101,311 | $95,445+6.1% | $60,919+66.3% | $78,104+29.7% |
| Participation rate | 50.0% | 72.5%-22.5pp | 73.1%-23.1pp | 74.5%-24.5pp |
| Annual return | -10.62% | -12.21%+1.6pp | 16.98%-27.6pp | 10.90%-21.5pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,704-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $3,970 | $4,558-12.9% | $3,814+4.1% | $5,089-22.0% |
| Admin fee / account holder | $1 | $46-97.6% | $3,226-100.0% | $79-98.6% |