Filed October 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 63 · EIN 13-1624203 | 12b-1 Fees | $14,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,478 | $67,594+35.3% | $77,361+18.2% | $69,733+31.2% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.0%+21.0pp | 62.5%+33.5pp |
| Annual return | 10.58% | 19.20%-8.6pp | 1011.54%-1001.0pp | 15.22%-4.6pp |
| Employer contribution / active EE | $4,713 | $2,649+77.9% | $2,990+57.6% | $2,250+109.4% |
| Participant deferral / active EE | $4,700 | $3,401+38.2% | $3,911+20.2% | $3,054+53.9% |
| Admin fee / account holder | $79 | $1,159-93.2% | $5,894-98.7% | $3,102-97.5% |