Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $191,712 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,773 | $133,493-63.5% | $64,056-23.9% | $96,393-49.4% |
| Participation rate | 88.2% | 69.3%+18.9pp | 72.3%+15.9pp | 71.3%+16.9pp |
| Annual return | 17.52% | 17.06%+0.5pp | 33.69%-16.2pp | 22.88%-5.4pp |
| Employer contribution / active EE | $2,703 | $6,233-56.6% | $2,747-1.6% | $3,238-16.5% |
| Participant deferral / active EE | $3,719 | $5,097-27.0% | $3,880-4.2% | $5,455-31.8% |
| Admin fee / account holder | $1 | $34-95.8% | $3,068-100.0% | $74-98.1% |