Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $502,482 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $305,851 | $95,445+220.4% | $60,919+402.1% | $78,104+291.6% |
| Participation rate | 93.4% | 72.5%+20.8pp | 73.1%+20.2pp | 74.5%+18.8pp |
| Annual return | -12.89% | -12.21%-0.7pp | 16.98%-29.9pp | 10.90%-23.8pp |
| Employer contribution / active EE | $15,818 | $3,900+305.6% | $2,704+485.0% | $3,128+405.8% |
| Participant deferral / active EE | $13,815 | $4,558+203.1% | $3,814+262.2% | $5,089+171.5% |
| Admin fee / account holder | $4 | $46-90.9% | $3,226-99.9% | $79-94.7% |