Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $151,331 | $74,552+103.0% | $63,018+140.1% | $69,631+117.3% |
| Participation rate | 54.7% | 78.3%-23.6pp | 74.8%-20.1pp | 70.7%-16.0pp |
| Annual return | 14.02% | 15.77%-1.8pp | 87.62%-73.6pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $4,024 | $2,929+37.4% | $2,761+45.8% | $2,032+98.0% |
| Participant deferral / active EE | $3,598 | $2,974+21.0% | $3,330+8.1% | $3,224+11.6% |
| Admin fee / account holder | $6 | $59-89.9% | $3,601-99.8% | $110-94.6% |