Filed January 23, 2019 (most recent of 4 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 | $14,933 |
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 | $65,235 | $70,083-6.9% | $59,899+8.9% | $55,725+17.1% |
| Participation rate | 93.1% | 78.4%+14.8pp | 74.7%+18.4pp | 70.9%+22.3pp |
| Annual return | 10.71% | 3.13%+7.6pp | 3.46%+7.2pp | 244.93%-234.2pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,226 | $3,079+69.7% | $3,402+53.6% | $3,356+55.7% |
| Admin fee / account holder | $34 | $70-52.0% | $3,592-99.1% | $115-70.7% |