Filed December 30, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 49 · EIN 35-2552359 | Other Services | $100,760 |
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 49 · EIN 13-1624203 | Other Services | $26,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,090 | $94,833+65.6% | $75,717+107.5% | $86,813+81.0% |
| Participation rate | 90.0% | 79.1%+10.8pp | 74.8%+15.1pp | 72.3%+17.7pp |
| Annual return | 12.91% | 16.91%-4.0pp | 104.58%-91.7pp | 97.93%-85.0pp |
| Employer contribution / active EE | $2,490 | $2,904-14.3% | $2,743-9.2% | $2,406+3.5% |
| Participant deferral / active EE | $3,839 | $3,632+5.7% | $3,821+0.5% | $4,131-7.1% |
| Admin fee / account holder | $151 | $109+39.3% | $3,619-95.8% | $170-10.7% |