Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $151,147 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,581 | $95,445+3.3% | $60,919+61.8% | $78,104+26.2% |
| Participation rate | 93.4% | 72.5%+20.9pp | 73.1%+20.3pp | 74.5%+18.9pp |
| Annual return | -11.52% | -12.21%+0.7pp | 16.98%-28.5pp | 10.90%-22.4pp |
| Employer contribution / active EE | $0 | $3,900-100.0% | $2,704-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $1,738 | $4,558-61.9% | $3,814-54.4% | $5,089-65.8% |
| Admin fee / account holder | $14 | $46-69.7% | $3,226-99.6% | $79-82.4% |