Filed November 29, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Securities Custodian | $1,649 |
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 | $45,395 | $42,917+5.8% | $60,899-25.5% | $68,495-33.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.86% | -13.99%-0.9pp | 16.92%-31.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,021 | $1,979+103.2% | $2,702+48.8% | $2,596+54.9% |
| Participant deferral / active EE | $3,998 | $2,867+39.5% | $3,817+4.7% | $4,028-0.7% |
| Admin fee / account holder | $10 | $3,102-99.7% | $3,225-99.7% | $5,403-99.8% |