Filed March 2, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INS. & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $4 |
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 | $90,606 | $68,408+32.4% | $57,196+58.4% | $57,658+57.1% |
| Participation rate | 97.6% | 79.1%+18.5pp | 75.3%+22.3pp | 70.2%+27.4pp |
| Annual return | 6.69% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $4,650 | $2,869+62.1% | $2,683+73.3% | $1,974+135.6% |
| Participant deferral / active EE | $4,832 | $2,903+66.5% | $3,096+56.1% | $3,061+57.9% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |