Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,567 |
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 | $87,188 | $67,166+29.8% | $57,356+52.0% | $55,191+58.0% |
| Participation rate | 99.5% | 77.7%+21.8pp | 75.1%+24.4pp | 69.2%+30.3pp |
| Annual return | 1.68% | 4.22%-2.5pp | 24.41%-22.7pp | 10.78%-9.1pp |
| Employer contribution / active EE | $4,297 | $2,812+52.8% | $2,689+59.8% | $1,899+126.3% |
| Participant deferral / active EE | $3,228 | $2,835+13.9% | $3,162+2.1% | $3,046+6.0% |
| Admin fee / account holder | $22 | $44-49.5% | $3,357-99.3% | $91-75.8% |