Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,690 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,314 | $113,699-56.6% | $70,492-30.0% | $93,223-47.1% |
| Participation rate | 98.8% | 77.8%+21.0pp | 75.1%+23.7pp | 74.9%+23.9pp |
| Annual return | 16.39% | 14.93%+1.5pp | 109.16%-92.8pp | 19.29%-2.9pp |
| Employer contribution / active EE | $3,364 | $3,991-15.7% | $2,738+22.8% | $2,680+25.5% |
| Participant deferral / active EE | $3,814 | $4,485-15.0% | $3,711+2.8% | $4,563-16.4% |
| Admin fee / account holder | $1 | $40-98.6% | $3,848-100.0% | $79-99.3% |