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 | $93,351+29.3% | $62,929+91.8% | $79,634+51.6% |
| Participation rate | 72.5% | 74.6%-2.2pp | 73.1%-0.7pp | 62.5%+10.0pp |
| Annual return | 15.33% | 14.37%+1.0pp | 1063.93%-1048.6pp | 36.46%-21.1pp |
| Employer contribution / active EE | $3,477 | $3,135+10.9% | $2,505+38.8% | $2,529+37.5% |
| Participant deferral / active EE | $5,190 | $3,921+32.4% | $3,888+33.5% | $3,835+35.3% |
| Admin fee / account holder | $86 | $229-62.6% | $5,065-98.3% | $1,002-91.5% |