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 | $92,071+31.1% | $63,803+89.2% | $71,012+70.0% |
| Participation rate | 72.5% | 73.7%-1.2pp | 72.7%-0.2pp | 58.6%+13.9pp |
| Annual return | 15.33% | 13.14%+2.2pp | 543.72%-528.4pp | 37.67%-22.3pp |
| Employer contribution / active EE | $3,477 | $3,085+12.7% | $2,532+37.3% | $2,348+48.1% |
| Participant deferral / active EE | $5,190 | $3,765+37.8% | $3,843+35.0% | $3,246+59.9% |
| Admin fee / account holder | $86 | $227-62.2% | $5,196-98.4% | $1,167-92.7% |