Filed May 18, 2022 (most recent of 5 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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $69,709 |
Service code 49 · EIN 20-4751585 | Other Services | $34,206 |
Service code 49 · EIN 04-2530412 | Other Services | $7,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,573 | $95,542+11.5% | $69,461+53.4% | $67,579+57.7% |
| Participation rate | 42.2% | 79.4%-37.2pp | 74.6%-32.4pp | 71.3%-29.1pp |
| Annual return | 16.83% | 17.67%-0.8pp | 28.97%-12.1pp | 378.56%-361.7pp |
| Employer contribution / active EE | $2,861 | $2,989-4.3% | $2,779+2.9% | $2,148+33.2% |
| Participant deferral / active EE | $2,412 | $3,263-26.1% | $3,536-31.8% | $3,539-31.8% |
| Admin fee / account holder | $106 | $90+18.1% | $3,840-97.2% | $142-25.4% |