Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,050 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $342 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,570 | $83,884+67.6% | $64,097+119.3% | $74,473+88.8% |
| Participation rate | 89.4% | 76.6%+12.8pp | 72.3%+17.1pp | 70.7%+18.7pp |
| Annual return | 15.34% | 16.57%-1.2pp | 33.75%-18.4pp | 34.36%-19.0pp |
| Employer contribution / active EE | $3,470 | $3,084+12.5% | $2,750+26.2% | $2,638+31.5% |
| Participant deferral / active EE | $3,178 | $3,692-13.9% | $3,881-18.1% | $4,530-29.8% |
| Admin fee / account holder | $1 | $196-99.4% | $3,070-100.0% | $347-99.7% |