Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,044 |
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 | $29,126 | $78,181-62.7% | $57,357-49.2% | $67,505-56.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 71.2%+28.8pp |
| Annual return | 2.59% | 2.76%-0.2pp | 24.41%-21.8pp | 6.52%-3.9pp |
| Employer contribution / active EE | $2,421 | $3,924-38.3% | $2,689-10.0% | $2,173+11.4% |
| Participant deferral / active EE | $2,970 | $3,501-15.2% | $3,162-6.1% | $3,597-17.4% |
| Admin fee / account holder | $0 | $27-99.0% | $3,357-100.0% | $56-99.5% |