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 | $91,680+66.5% | $67,524+126.1% | $77,692+96.5% |
| Participation rate | 85.1% | 76.0%+9.1pp | 72.9%+12.2pp | 70.6%+14.5pp |
| Annual return | 12.57% | 14.87%-2.3pp | 3519.41%-3506.8pp | 31.25%-18.7pp |
| Employer contribution / active EE | $3,668 | $3,186+15.1% | $2,734+34.2% | $2,726+34.5% |
| Participant deferral / active EE | $3,369 | $3,909-13.8% | $4,001-15.8% | $4,648-27.5% |
| Admin fee / account holder | $1 | $176-99.5% | $4,001-100.0% | $431-99.8% |