Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 13 · EIN 13-1624203 | Contract Administrator | $4,497 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,311 | $65,582+43.8% | $64,097+47.1% | $71,529+31.9% |
| Participation rate | 94.5% | 73.2%+21.3pp | 72.3%+22.2pp | 67.9%+26.6pp |
| Annual return | 14.18% | 18.96%-4.8pp | 33.75%-19.6pp | 28.97%-14.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $5,932 | $3,628+63.5% | $3,881+52.8% | $4,291+38.2% |
| Admin fee / account holder | $15 | $616-97.5% | $3,070-99.5% | $1,588-99.0% |