Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 | Other Fees | $5,209 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,753 | $74,706-13.3% | $75,728-14.5% | $79,395-18.4% |
| Participation rate | 35.3% | 75.3%-40.0pp | 74.8%-39.5pp | 70.7%-35.4pp |
| Annual return | 30.83% | 18.52%+12.3pp | 104.66%-73.8pp | 116.90%-86.1pp |
| Employer contribution / active EE | $667 | $2,590-74.2% | $2,743-75.7% | $2,428-72.5% |
| Participant deferral / active EE | $1,324 | $3,533-62.5% | $3,820-65.3% | $4,046-67.3% |
| Admin fee / account holder | $69 | $374-81.7% | $3,620-98.1% | $626-89.0% |