Filed May 18, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $122,893 |
Service code 49 · EIN 20-4751585 | Other Services | $38,362 |
Service code 49 · EIN 04-2530412 | Other Services | $8,872 |
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 | $117,149 | $84,948+37.9% | $70,476+66.2% | $73,412+59.6% |
| Participation rate | 41.6% | 79.9%-38.3pp | 75.1%-33.4pp | 72.2%-30.5pp |
| Annual return | 12.45% | 13.39%-0.9pp | 109.12%-96.7pp | 59.30%-46.9pp |
| Employer contribution / active EE | $2,561 | $2,834-9.6% | $2,738-6.5% | $2,234+14.6% |
| Participant deferral / active EE | $2,604 | $3,387-23.1% | $3,710-29.8% | $3,806-31.6% |
| Admin fee / account holder | $159 | $98+62.2% | $3,847-95.9% | $158+0.8% |