Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $250,756 |
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 | $53,072 | $145,906-63.6% | $67,502-21.4% | $106,382-50.1% |
| Participation rate | 89.4% | 67.1%+22.2pp | 72.9%+16.5pp | 69.9%+19.5pp |
| Annual return | 14.07% | 15.10%-1.0pp | 3512.12%-3498.1pp | 17.37%-3.3pp |
| Employer contribution / active EE | $2,981 | $6,028-50.5% | $2,731+9.2% | $3,364-11.4% |
| Participant deferral / active EE | $4,115 | $5,093-19.2% | $4,000+2.9% | $5,569-26.1% |
| Admin fee / account holder | $13 | $38-64.8% | $3,998-99.7% | $79-83.2% |