Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $703 |
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 | $34,922 | $91,937-62.0% | $59,899-41.7% | $68,904-49.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 74.7%+25.3pp | 74.1%+25.9pp |
| Annual return | -3.36% | -3.10%-0.3pp | 3.46%-6.8pp | 1.07%-4.4pp |
| Employer contribution / active EE | $3,310 | $4,347-23.8% | $2,723+21.6% | $2,540+30.3% |
| Participant deferral / active EE | $3,313 | $3,817-13.2% | $3,403-2.6% | $4,015-17.5% |
| Admin fee / account holder | $0 | $27-99.8% | $3,592-100.0% | $71-99.9% |