Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $384 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,884 | $94,833+63.3% | $75,731+104.5% | $86,821+78.4% |
| Participation rate | 95.9% | 79.1%+16.8pp | 74.8%+21.1pp | 72.3%+23.6pp |
| Annual return | 13.09% | 16.91%-3.8pp | 104.65%-91.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $2,130 | $2,904-26.7% | $2,743-22.4% | $2,406-11.5% |
| Participant deferral / active EE | $3,473 | $3,632-4.4% | $3,820-9.1% | $4,132-15.9% |
| Admin fee / account holder | $1 | $109-99.4% | $3,620-100.0% | $170-99.6% |