Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $2,057 |
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 | $107,973 | $60,795+77.6% | $69,483+55.4% | $65,186+65.6% |
| Participation rate | 93.4% | 74.9%+18.5pp | 74.6%+18.8pp | 70.2%+23.2pp |
| Annual return | 16.06% | 17.46%-1.4pp | 28.99%-12.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,001 | $3,162+89.8% | $3,537+69.7% | $3,514+70.8% |
| Admin fee / account holder | $8 | $314-97.4% | $3,841-99.8% | $847-99.0% |