Filed July 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $23,422 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,658 | $94,833+23.0% | $75,717+54.1% | $86,813+34.4% |
| Participation rate | 98.0% | 79.1%+18.9pp | 74.8%+23.2pp | 72.3%+25.7pp |
| Annual return | 13.68% | 16.91%-3.2pp | 104.58%-90.9pp | 97.93%-84.2pp |
| Employer contribution / active EE | $3,349 | $2,904+15.3% | $2,743+22.1% | $2,406+39.2% |
| Participant deferral / active EE | $5,566 | $3,632+53.2% | $3,821+45.7% | $4,131+34.7% |
| Admin fee / account holder | $34 | $109-68.7% | $3,619-99.1% | $170-79.9% |