Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,589 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $288,210 | $109,303+163.7% | $69,480+314.8% | $82,204+250.6% |
| Participation rate | 97.7% | 74.9%+22.9pp | 74.6%+23.1pp | 73.4%+24.4pp |
| Annual return | 21.48% | 20.08%+1.4pp | 28.99%-7.5pp | 26.31%-4.8pp |
| Employer contribution / active EE | $16,853 | $5,149+227.3% | $2,780+506.3% | $2,707+522.5% |
| Participant deferral / active EE | $14,333 | $4,210+240.5% | $3,537+305.3% | $4,246+237.6% |
| Admin fee / account holder | $1 | $29-97.1% | $3,840-100.0% | $76-98.9% |