Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,745 |
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 | $45,280 | $109,303-58.6% | $69,480-34.8% | $82,204-44.9% |
| Participation rate | 97.5% | 74.9%+22.6pp | 74.6%+22.9pp | 73.4%+24.1pp |
| Annual return | 21.89% | 20.08%+1.8pp | 28.99%-7.1pp | 26.31%-4.4pp |
| Employer contribution / active EE | $3,517 | $5,149-31.7% | $2,780+26.5% | $2,707+29.9% |
| Participant deferral / active EE | $3,580 | $4,210-14.9% | $3,537+1.2% | $4,246-15.7% |
| Admin fee / account holder | $0 | $29-99.1% | $3,840-100.0% | $76-99.7% |