Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,849 | $91,420-66.3% | $57,196-46.1% | $65,292-52.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 75.3%+24.7pp | 72.4%+27.6pp |
| Annual return | 5.92% | 7.55%-1.6pp | 14.59%-8.7pp | 11.84%-5.9pp |
| Employer contribution / active EE | $2,705 | $3,776-28.4% | $2,683+0.8% | $2,302+17.5% |
| Participant deferral / active EE | $3,107 | $3,512-11.5% | $3,096+0.3% | $3,579-13.2% |
| Admin fee / account holder | $1 | $22-96.9% | $3,141-100.0% | $57-98.8% |