Filed October 1, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,084+40.6% | $67,681+35.2% | $64,340+42.2% |
| Participation rate | 96.0% | 66.7%+29.3pp | 73.7%+22.3pp | 55.2%+40.8pp |
| Annual return | 10.58% | 20.50%-9.9pp | 590.58%-580.0pp | 24.14%-13.6pp |
| Employer contribution / active EE | $4,713 | $2,398+96.5% | $2,678+76.0% | $1,862+153.1% |
| Participant deferral / active EE | $4,700 | $3,210+46.4% | $3,976+18.2% | $2,980+57.7% |
| Admin fee / account holder | $79 | $1,415-94.4% | $6,100-98.7% | $3,703-97.9% |