Filed October 18, 2022 (most recent of 19 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $197,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,532 | $145,906-7.8% | $67,502+99.3% | $106,382+26.5% |
| Participation rate | 37.2% | 67.1%-30.0pp | 72.9%-35.7pp | 69.9%-32.7pp |
| Annual return | 14.52% | 15.10%-0.6pp | 3512.12%-3497.6pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $6,028-100.0% | $2,731-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $2,858 | $5,093-43.9% | $4,000-28.6% | $5,569-48.7% |
| Admin fee / account holder | $12 | $38-68.9% | $3,998-99.7% | $79-85.2% |