Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $581,162 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $195,243 | $95,445+104.6% | $60,919+220.5% | $78,104+150.0% |
| Participation rate | 93.2% | 72.5%+20.7pp | 73.1%+20.1pp | 74.5%+18.7pp |
| Annual return | -12.63% | -12.21%-0.4pp | 16.98%-29.6pp | 10.90%-23.5pp |
| Employer contribution / active EE | $9,429 | $3,900+141.8% | $2,704+248.7% | $3,128+201.5% |
| Participant deferral / active EE | $8,959 | $4,558+96.6% | $3,814+134.9% | $5,089+76.1% |
| Admin fee / account holder | $27 | $46-40.8% | $3,226-99.2% | $79-65.7% |