Filed October 18, 2022 (most recent of 19 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $514,589 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,483 | $145,906-63.3% | $67,575-20.9% | $106,553-49.8% |
| Participation rate | 95.0% | 67.1%+27.8pp | 72.9%+22.1pp | 69.8%+25.1pp |
| Annual return | 13.30% | 15.10%-1.8pp | 3528.98%-3515.7pp | 17.37%-4.1pp |
| Employer contribution / active EE | $5,153 | $6,028-14.5% | $2,736+88.4% | $3,359+53.4% |
| Participant deferral / active EE | $0 | $5,093-100.0% | $4,003-100.0% | $5,562-100.0% |
| Admin fee / account holder | $14 | $38-63.6% | $3,993-99.7% | $80-82.7% |