Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $115,328 |
TAG RESOURCES, LLC2+ years Service code 15 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Recordkeeping | $83,693 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,168 | $120,057-91.5% | $75,696-86.6% | $93,030-89.1% |
| Participation rate | 99.0% | 77.3%+21.7pp | 74.8%+24.2pp | 73.9%+25.1pp |
| Annual return | 37.47% | 19.62%+17.9pp | 104.53%-67.1pp | 158.70%-121.2pp |
| Employer contribution / active EE | $1,513 | $3,253-53.5% | $2,743-44.8% | $2,706-44.1% |
| Participant deferral / active EE | $3,011 | $4,089-26.4% | $3,821-21.2% | $4,562-34.0% |
| Admin fee / account holder | $192 | $81+135.6% | $3,619-94.7% | $152+26.5% |