Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $3,612 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,222 | $74,706+63.6% | $75,731+61.4% | $79,389+54.0% |
| Participation rate | 90.5% | 75.3%+15.1pp | 74.8%+15.6pp | 70.7%+19.8pp |
| Annual return | 12.50% | 18.52%-6.0pp | 104.65%-92.2pp | 116.89%-104.4pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,500 | $3,533+55.7% | $3,820+44.0% | $4,046+36.0% |
| Admin fee / account holder | $16 | $374-95.9% | $3,620-99.6% | $626-97.5% |