Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $46,374 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,432 | $113,568-90.8% | $67,560-84.6% | $200,096-94.8% |
| Participation rate | 99.3% | 73.3%+25.9pp | 72.9%+26.3pp | 72.0%+27.3pp |
| Annual return | 16.76% | 15.88%+0.9pp | 3533.50%-3516.7pp | 34.26%-17.5pp |
| Employer contribution / active EE | $1,240 | $3,409-63.6% | $2,737-54.7% | $3,038-59.2% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $9 | $102-91.4% | $3,994-99.8% | $269-96.7% |