Filed April 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,664 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,983 | $79,124-55.8% | $60,899-42.6% | $64,814-46.0% |
| Participation rate | 72.9% | 77.7%-4.8pp | 73.1%-0.2pp | 71.5%+1.4pp |
| Annual return | -12.60% | -7.13%-5.5pp | 16.92%-29.5pp | 32.84%-45.4pp |
| Employer contribution / active EE | $3,317 | $3,050+8.8% | $2,702+22.8% | $2,507+32.3% |
| Participant deferral / active EE | $3,287 | $3,725-11.7% | $3,817-13.9% | $4,310-23.7% |
| Admin fee / account holder | $37 | $106-64.8% | $3,225-98.8% | $188-80.2% |