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 | $91,692+120.2% | $67,561+198.9% | $77,714+159.8% |
| Participation rate | 98.8% | 76.0%+22.8pp | 72.9%+25.9pp | 70.6%+28.3pp |
| Annual return | 11.95% | 14.88%-2.9pp | 3525.44%-3513.5pp | 31.26%-19.3pp |
| Employer contribution / active EE | $6,577 | $3,188+106.3% | $2,735+140.5% | $2,727+141.2% |
| Participant deferral / active EE | $8,657 | $3,912+121.3% | $4,003+116.3% | $4,649+86.2% |
| Admin fee / account holder | $58 | $245-76.1% | $4,006-98.5% | $433-86.5% |