Filed July 2, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $29,402 |
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 | $98,155 | $79,151+24.0% | $60,906+61.2% | $64,819+51.4% |
| Participation rate | 97.7% | 77.7%+20.0pp | 73.1%+24.6pp | 71.5%+26.2pp |
| Annual return | -12.11% | -7.12%-5.0pp | 16.94%-29.0pp | 32.84%-44.9pp |
| Employer contribution / active EE | $3,245 | $3,052+6.3% | $2,703+20.1% | $2,507+29.5% |
| Participant deferral / active EE | $5,567 | $3,727+49.4% | $3,814+46.0% | $4,311+29.1% |
| Admin fee / account holder | $42 | $106-60.3% | $3,227-98.7% | $188-77.7% |