Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 13 · EIN 13-1624203 | Contract Administrator | $6,351 |
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 | $107,696 | $69,774+54.4% | $67,575+59.4% | $74,459+44.6% |
| Participation rate | 93.5% | 71.4%+22.1pp | 72.9%+20.6pp | 67.2%+26.3pp |
| Annual return | 11.05% | -40.53%+51.6pp | 3528.98%-3517.9pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,909 | $3,636+62.5% | $4,003+47.6% | $4,350+35.9% |
| Admin fee / account holder | $22 | $890-97.5% | $3,993-99.5% | $1,945-98.9% |