Filed October 31, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,217 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,867 | $91,621-8.5% | $67,511+24.2% | $77,671+8.0% |
| Participation rate | 92.3% | 76.0%+16.4pp | 72.9%+19.4pp | 70.6%+21.8pp |
| Annual return | 12.88% | 14.87%-2.0pp | 3517.41%-3504.5pp | 31.21%-18.3pp |
| Employer contribution / active EE | $3,788 | $3,184+19.0% | $2,733+38.6% | $2,726+38.9% |
| Participant deferral / active EE | $2,111 | $3,906-46.0% | $4,000-47.2% | $4,648-54.6% |
| Admin fee / account holder | $29 | $176-83.6% | $3,999-99.3% | $430-93.3% |