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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,608 | $46,599+25.8% | $64,101-8.6% | $75,173-22.0% |
| Participation rate | 94.4% | 65.9%+28.4pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 20.44% | 26.06%-5.6pp | 33.72%-13.3pp | 160.72%-140.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,864 | $2,837+36.2% | $3,881-0.4% | $4,126-6.4% |
| Admin fee / account holder | $12 | $2,956-99.6% | $3,070-99.6% | $5,651-99.8% |