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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,762 | $42,917+6.6% | $60,899-24.9% | $68,495-33.2% |
| Participation rate | 95.8% | 66.8%+29.1pp | 73.1%+22.7pp | 67.9%+27.9pp |
| Annual return | -9.47% | -13.99%+4.5pp | 16.92%-26.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,824 | $2,867+33.4% | $3,817+0.2% | $4,028-5.1% |
| Admin fee / account holder | $1 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |