Filed November 2, 2021
Total covered: 2 employees
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| 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 | $46,555+21.3% | $64,110-11.9% | $75,184-24.9% |
| Participation rate | 92.9% | 66.0%+26.9pp | 72.3%+20.5pp | 67.2%+25.6pp |
| Annual return | 6.53% | 26.07%-19.5pp | 33.75%-27.2pp | 160.78%-154.3pp |
| Employer contribution / active EE | $859 | $1,977-56.5% | $2,751-68.8% | $2,671-67.8% |
| Participant deferral / active EE | $1,749 | $2,837-38.3% | $3,883-54.9% | $4,127-57.6% |
| Admin fee / account holder | $57 | $2,959-98.1% | $3,071-98.1% | $5,652-99.0% |