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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,478 | $64,705+41.4% | $62,929+45.4% | $67,986+34.6% |
| Participation rate | 96.0% | 65.6%+30.4pp | 73.1%+22.9pp | 57.2%+38.8pp |
| Annual return | 10.58% | 20.31%-9.7pp | 1063.93%-1053.3pp | 31.67%-21.1pp |
| Employer contribution / active EE | $4,713 | $2,376+98.4% | $2,505+88.2% | $2,019+133.5% |
| Participant deferral / active EE | $4,700 | $3,198+47.0% | $3,888+20.9% | $3,358+40.0% |
| Admin fee / account holder | $79 | $1,428-94.5% | $5,065-98.4% | $3,203-97.5% |