Filed August 9, 2017 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $14,514 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,984 | $111,545-1.4% | $64,101+71.6% | $103,590+6.2% |
| Participation rate | 52.7% | 74.9%-22.2pp | 72.3%-19.6pp | 73.3%-20.6pp |
| Annual return | 14.09% | 17.80%-3.7pp | 33.72%-19.6pp | 33.13%-19.0pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,749-100.0% | $3,213-100.0% |
| Participant deferral / active EE | $4,303 | $4,715-8.7% | $3,881+10.9% | $5,214-17.5% |
| Admin fee / account holder | $2 | $45-95.6% | $3,070-99.9% | $114-98.3% |