Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $569,273 |
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 | $346,225 | $111,545+210.4% | $64,099+440.1% | $103,514+234.5% |
| Participation rate | 92.1% | 74.9%+17.1pp | 72.3%+19.8pp | 73.3%+18.8pp |
| Annual return | 17.04% | 17.80%-0.8pp | 33.70%-16.7pp | 33.12%-16.1pp |
| Employer contribution / active EE | $16,038 | $4,573+250.7% | $2,748+483.6% | $3,210+399.6% |
| Participant deferral / active EE | $14,644 | $4,715+210.6% | $3,881+277.3% | $5,209+181.1% |
| Admin fee / account holder | $2 | $45-95.3% | $3,070-99.9% | $114-98.1% |