Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $27,792 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,712 | $94,833-13.8% | $75,731+7.9% | $86,821-5.9% |
| Participation rate | 97.4% | 79.1%+18.3pp | 74.8%+22.6pp | 72.3%+25.1pp |
| Annual return | 14.83% | 16.91%-2.1pp | 104.65%-89.8pp | 97.94%-83.1pp |
| Employer contribution / active EE | $28 | $2,904-99.0% | $2,743-99.0% | $2,406-98.8% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $35 | $109-67.4% | $3,620-99.0% | $170-79.1% |