Filed October 31, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,780 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,230 | $48,314+32.9% | $67,561-4.9% | $80,925-20.6% |
| Participation rate | 92.4% | 66.4%+26.0pp | 72.9%+19.5pp | 67.7%+24.8pp |
| Annual return | 13.44% | 18.28%-4.8pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,346 | $2,927+48.5% | $4,003+8.6% | $4,299+1.1% |
| Admin fee / account holder | $21 | $3,690-99.4% | $4,006-99.5% | $6,940-99.7% |