Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,349 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,631 | $84,948-15.7% | $70,494+1.6% | $73,412-2.4% |
| Participation rate | 97.4% | 79.9%+17.5pp | 75.1%+22.4pp | 72.2%+25.2pp |
| Annual return | 12.78% | 13.39%-0.6pp | 109.16%-96.4pp | 59.30%-46.5pp |
| Employer contribution / active EE | $4,971 | $2,834+75.4% | $2,738+81.5% | $2,234+122.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $46 | $98-53.0% | $3,848-98.8% | $158-70.8% |