Filed February 28, 2023
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $2,613 |
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 | $88,683 | $84,948+4.4% | $70,462+25.9% | $73,412+20.8% |
| Participation rate | 71.1% | 79.9%-8.9pp | 75.1%-4.0pp | 72.2%-1.1pp |
| Annual return | 16.47% | 13.39%+3.1pp | 109.08%-92.6pp | 59.30%-42.8pp |
| Employer contribution / active EE | $3,379 | $2,834+19.2% | $2,737+23.5% | $2,234+51.3% |
| Participant deferral / active EE | $3,975 | $3,387+17.4% | $3,710+7.1% | $3,806+4.4% |
| Admin fee / account holder | $25 | $98-74.6% | $3,845-99.4% | $158-84.2% |