Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $47,351 |
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 | $186,146 | $94,833+96.3% | $75,714+145.9% | $86,821+114.4% |
| Participation rate | 94.7% | 79.1%+15.6pp | 74.8%+19.9pp | 72.3%+22.4pp |
| Annual return | 13.11% | 16.91%-3.8pp | 104.62%-91.5pp | 97.94%-84.8pp |
| Employer contribution / active EE | $8,486 | $2,904+192.2% | $2,744+209.3% | $2,406+252.7% |
| Participant deferral / active EE | $7,809 | $3,632+115.0% | $3,820+104.4% | $4,132+89.0% |
| Admin fee / account holder | $52 | $109-51.9% | $3,619-98.6% | $170-69.2% |