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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $14,684 |
Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Investment Management | $3,145 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,720 | $77,908-7.9% | $149,696-52.1% | $75,173-4.6% |
| Participation rate | 94.0% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.8pp |
| Annual return | 18.29% | 31.73%-13.4pp | 134.46%-116.2pp | 160.72%-142.4pp |
| Employer contribution / active EE | $1,489 | $3,138-52.5% | $4,821-69.1% | $2,671-44.3% |
| Participant deferral / active EE | $5,001 | $3,411+46.6% | $5,682-12.0% | $4,126+21.2% |
| Admin fee / account holder | $251 | $5,950-95.8% | $13,212-98.1% | $5,651-95.6% |