Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $162,554 |
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 | $11,884 | $102,364-88.4% | $67,681-82.4% | $102,364-88.4% |
| Participation rate | 99.2% | 82.9%+16.3pp | 73.7%+25.4pp | 82.9%+16.3pp |
| Annual return | 11.01% | 13.75%-2.7pp | 590.58%-579.6pp | 13.75%-2.7pp |
| Employer contribution / active EE | $1,392 | $3,994-65.1% | $2,678-48.0% | $3,994-65.1% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $3,976-100.0% | $5,690-100.0% |
| Admin fee / account holder | $29 | $214-86.5% | $6,100-99.5% | $214-86.5% |