Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $698 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $384 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,663 | $91,710+66.5% | $67,560+126.0% | $77,762+96.3% |
| Participation rate | 85.1% | 76.0%+9.1pp | 72.9%+12.2pp | 70.6%+14.5pp |
| Annual return | 12.57% | 14.88%-2.3pp | 3533.50%-3520.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $3,668 | $3,187+15.1% | $2,737+34.0% | $2,728+34.4% |
| Participant deferral / active EE | $3,369 | $3,911-13.8% | $4,004-15.9% | $4,651-27.6% |
| Admin fee / account holder | $1 | $245-99.6% | $3,994-100.0% | $433-99.8% |