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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,926 | $91,762+120.1% | $67,502+199.1% | $77,643+160.1% |
| Participation rate | 98.8% | 75.9%+22.9pp | 72.9%+26.0pp | 70.6%+28.3pp |
| Annual return | 11.95% | 14.87%-2.9pp | 3512.12%-3500.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $6,577 | $3,181+106.8% | $2,731+140.8% | $2,726+141.3% |
| Participant deferral / active EE | $8,657 | $3,903+121.8% | $4,000+116.4% | $4,647+86.3% |
| Admin fee / account holder | $58 | $176-66.8% | $3,998-98.5% | $430-86.4% |