Filed February 7, 2022 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $5,151 |
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 | $126,741 | $67,166+88.7% | $57,349+121.0% | $55,191+129.6% |
| Participation rate | 84.9% | 77.7%+7.2pp | 75.1%+9.8pp | 69.2%+15.8pp |
| Annual return | 1.78% | 4.22%-2.4pp | 24.40%-22.6pp | 10.78%-9.0pp |
| Employer contribution / active EE | $2,599 | $2,812-7.6% | $2,689-3.3% | $1,899+36.9% |
| Participant deferral / active EE | $4,272 | $2,835+50.7% | $3,162+35.1% | $3,046+40.2% |
| Admin fee / account holder | $12 | $44-73.4% | $3,356-99.7% | $91-87.2% |