Retirement Compliance Report
| Type of Investments |
2017 |
2018 |
2019 |
2020 |
2021 |
| Cash % |
0.08 |
0.13 |
0.35 |
0.35 |
0.75 |
| Equity % |
60.68 |
50.87 |
49.37 |
49.37 |
47.38 |
| Bond % |
19.81 |
19.45 |
18.65 |
18.65 |
17.08 |
| Alternative Investments % |
19.43 |
29.54 |
31.64 |
31.63 |
34.79 |
| |
|
|
|
|
|
| Assumed Rate of Return % |
7.75 |
7.5 |
7.5 |
7.4 |
7.4 |
| Actual Rate of Return % |
13.63 |
9.81 |
18.2 |
5.8 |
25.9 |
Record-Keeper - Empower Retirement
Empower Retirement is the provider of administration, record keeping, communication and educational services for the City of Tallahassee Defined Contribution & Deferred Compensation Plans. With a solid track record, extensive experience, competitive fees, and a dedicated focus on you and your retirement goals, not only does the City of Tallahassee care about your retirement goals, but so does Empower Retirement.
Version: 3759 (7/27/2021 5:03 PM) |