Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 71 · EIN 13-1624203 | Brokerage Fees | $173,224 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $121,449 | $141,493-14.2% | $75,728+60.4% | $106,520+14.0% |
| Participation rate | 41.9% | 65.2%-23.3pp | 74.8%-32.9pp | 71.3%-29.4pp |
| Annual return | 15.83% | 15.80%0pp | 104.66%-88.8pp | 19.28%-3.4pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $2,718 | $4,740-42.7% | $3,820-28.8% | $4,948-45.1% |
| Admin fee / account holder | $10 | $40-74.1% | $3,620-99.7% | $75-86.0% |