Filed October 26, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,926 | $91,710+120.2% | $67,560+198.9% | $77,762+159.7% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.2pp |
| Annual return | 11.95% | 14.88%-2.9pp | 3533.50%-3521.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $6,577 | $3,187+106.3% | $2,737+140.3% | $2,728+141.1% |
| Participant deferral / active EE | $8,657 | $3,911+121.4% | $4,004+116.2% | $4,651+86.1% |
| Admin fee / account holder | $58 | $245-76.1% | $3,994-98.5% | $433-86.5% |