Filed August 26, 2015
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $301 |
Participant contribution per participant 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 | $66,879 | $91,710-27.1% | $67,560-1.0% | $77,762-14.0% |
| Participation rate | 84.9% | 76.0%+8.9pp | 72.9%+12.0pp | 70.6%+14.3pp |
| Annual return | 14.15% | 14.88%-0.7pp | 3533.50%-3519.3pp | 31.27%-17.1pp |
| Employer contribution / active EE | $2,850 | $3,187-10.6% | $2,737+4.2% | $2,728+4.5% |
| Participant deferral / active EE | $1,686 | $3,911-56.9% | $4,004-57.9% | $4,651-63.8% |
| Admin fee / account holder | $1 | $245-99.7% | $3,994-100.0% | $433-99.8% |