Filed November 2, 2021
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,815 |
Service code 50 · EIN 04-2647786 | Direct Payment | $330 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,481 | $46,596+21.2% | $64,099-11.9% | $75,181-24.9% |
| Participation rate | 92.9% | 65.9%+26.9pp | 72.3%+20.5pp | 67.2%+25.7pp |
| Annual return | 6.53% | 26.04%-19.5pp | 33.70%-27.2pp | 160.69%-154.2pp |
| Employer contribution / active EE | $859 | $1,975-56.5% | $2,748-68.7% | $2,671-67.8% |
| Participant deferral / active EE | $1,749 | $2,837-38.3% | $3,881-54.9% | $4,126-57.6% |
| Admin fee / account holder | $57 | $2,954-98.1% | $3,070-98.1% | $5,650-99.0% |