Filed May 17, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $32,576 |
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 | $95,649 | $83,884+14.0% | $64,097+49.2% | $74,473+28.4% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.3%+5.5pp | 70.7%+7.1pp |
| Annual return | 16.88% | 16.57%+0.3pp | 33.75%-16.9pp | 34.36%-17.5pp |
| Employer contribution / active EE | $3,389 | $3,084+9.9% | $2,750+23.2% | $2,638+28.5% |
| Participant deferral / active EE | $5,232 | $3,692+41.7% | $3,881+34.8% | $4,530+15.5% |
| Admin fee / account holder | $67 | $196-65.9% | $3,070-97.8% | $347-80.7% |