Filed January 23, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,274 |
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 | $77,448 | $84,948-8.8% | $70,494+9.9% | $73,412+5.5% |
| Participation rate | 93.2% | 79.9%+13.3pp | 75.1%+18.2pp | 72.2%+21.0pp |
| Annual return | 14.04% | 13.39%+0.7pp | 109.16%-95.1pp | 59.30%-45.3pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,240 | $3,387+54.7% | $3,711+41.2% | $3,806+37.7% |
| Admin fee / account holder | $42 | $98-57.0% | $3,848-98.9% | $158-73.3% |