Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $161,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,334 | $95,445-54.6% | $60,919-28.9% | $78,104-44.5% |
| Participation rate | 92.9% | 72.5%+20.4pp | 73.1%+19.8pp | 74.5%+18.4pp |
| Annual return | -14.41% | -12.21%-2.2pp | 16.98%-31.4pp | 10.90%-25.3pp |
| Employer contribution / active EE | $3,030 | $3,900-22.3% | $2,704+12.1% | $3,128-3.1% |
| Participant deferral / active EE | $4,121 | $4,558-9.6% | $3,814+8.0% | $5,089-19.0% |
| Admin fee / account holder | $3 | $46-94.4% | $3,226-99.9% | $79-96.8% |