Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,362 | $83,884+142.4% | $64,101+217.3% | $74,460+173.1% |
| Participation rate | 99.1% | 76.6%+22.4pp | 72.3%+26.8pp | 70.7%+28.3pp |
| Annual return | 14.45% | 16.57%-2.1pp | 33.72%-19.3pp | 34.38%-19.9pp |
| Employer contribution / active EE | $8,959 | $3,084+190.6% | $2,749+226.0% | $2,638+239.6% |
| Participant deferral / active EE | $8,411 | $3,692+127.8% | $3,881+116.7% | $4,530+85.7% |
| Admin fee / account holder | $58 | $196-70.2% | $3,070-98.1% | $348-83.2% |