Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $117,632 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,436 | $127,246-58.0% | $75,728-29.4% | $101,555-47.4% |
| Participation rate | 92.3% | 76.6%+15.7pp | 74.8%+17.4pp | 74.5%+17.7pp |
| Annual return | 15.54% | 14.35%+1.2pp | 104.66%-89.1pp | 21.00%-5.5pp |
| Employer contribution / active EE | $3,239 | $4,333-25.2% | $2,743+18.1% | $2,972+9.0% |
| Participant deferral / active EE | $3,927 | $4,639-15.3% | $3,820+2.8% | $4,874-19.4% |
| Admin fee / account holder | $2 | $42-96.2% | $3,620-100.0% | $139-98.9% |