Filed October 31, 2019 (most recent of 3 filings on file)
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| 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 | $91,710-8.6% | $67,560+24.1% | $77,762+7.9% |
| Participation rate | 92.3% | 76.0%+16.3pp | 72.9%+19.4pp | 70.6%+21.7pp |
| Annual return | 12.88% | 14.88%-2.0pp | 3533.50%-3520.6pp | 31.27%-18.4pp |
| Employer contribution / active EE | $3,788 | $3,187+18.9% | $2,737+38.4% | $2,728+38.9% |
| Participant deferral / active EE | $2,111 | $3,911-46.0% | $4,004-47.3% | $4,651-54.6% |
| Admin fee / account holder | $29 | $245-88.2% | $3,994-99.3% | $433-93.3% |