Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,164 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $4 |
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 | $144,633 | $84,948+70.3% | $70,494+105.2% | $73,412+97.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 12.79% | 13.39%-0.6pp | 109.16%-96.4pp | 59.30%-46.5pp |
| Employer contribution / active EE | $3,470 | $2,834+22.4% | $2,738+26.7% | $2,234+55.3% |
| Participant deferral / active EE | $3,299 | $3,387-2.6% | $3,711-11.1% | $3,806-13.3% |
| Admin fee / account holder | $1 | $98-98.9% | $3,848-100.0% | $158-99.3% |