Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $3,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $60,989+50.6% | $60,919+50.8% | $66,949+37.2% |
| Participation rate | 93.5% | 74.5%+19.0pp | 73.1%+20.3pp | 69.8%+23.6pp |
| Annual return | -10.86% | -9.60%-1.3pp | 16.96%-27.8pp | 1.57%-12.4pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,732 | $3,615+58.6% | $3,814+50.3% | $4,239+35.2% |
| Admin fee / account holder | $14 | $338-96.0% | $3,228-99.6% | $594-97.7% |