Filed July 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $308 |
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 | $38,935 | $85,635-54.5% | $123,894-68.6% | $63,975-39.1% |
| Participation rate | 99.6% | 74.9%+24.6pp | 81.4%+18.2pp | 71.1%+28.4pp |
| Annual return | 6.66% | 15.74%-9.1pp | 47.52%-40.9pp | 48.65%-42.0pp |
| Employer contribution / active EE | $4,763 | $3,076+54.8% | $4,617+3.2% | $2,182+118.3% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-99.8% | $8,357-100.0% | $70-99.8% |