Filed October 15, 2018 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $124,073 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 14 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Plan Administrator | $60 |
Service code 28 · EIN 75-2275211 | Investment Management | $0 |
GUIDESTONE FUNDS2 years Service code 15 · EIN 75-2892499 | Recordkeeping | $0 |
Filed as: NATIONAL FINANCIAL SERVICES, INC. Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,582 | $65,322+75.4% | $70,462+62.6% | $73,493+55.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.47% | 15.71%-2.2pp | 109.08%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,784 | $2,460+13.2% | $2,737+1.7% | $2,270+22.6% |
| Participant deferral / active EE | $4,770 | $3,375+41.3% | $3,710+28.6% | $3,740+27.5% |
| Admin fee / account holder | $0 | $214-99.9% | $3,845-100.0% | $513-100.0% |