Filed May 17, 2016 (most recent of 5 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 13 · EIN 13-1624203 | Contract Administrator | $43,761 |
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 | $120,692 | $86,795+39.1% | $67,681+78.3% | $64,728+86.5% |
| Participation rate | 72.5% | 71.7%+0.8pp | 73.7%-1.3pp | 57.9%+14.6pp |
| Annual return | 15.33% | 12.58%+2.8pp | 590.58%-575.2pp | 49.38%-34.0pp |
| Employer contribution / active EE | $3,477 | $2,837+22.5% | $2,678+29.8% | $2,243+55.0% |
| Participant deferral / active EE | $5,190 | $3,430+51.3% | $3,976+30.5% | $2,729+90.2% |
| Admin fee / account holder | $86 | $238-64.1% | $6,100-98.6% | $1,145-92.5% |