Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 71 · EIN 13-1624203 | Brokerage Fees | $309,723 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $59,720 | $141,493-57.8% | $75,728-21.1% | $106,520-43.9% |
| Participation rate | 98.3% | 65.2%+33.1pp | 74.8%+23.5pp | 71.3%+27.0pp |
| Annual return | 14.16% | 15.80%-1.6pp | 104.66%-90.5pp | 19.28%-5.1pp |
| Employer contribution / active EE | $4,232 | $4,166+1.6% | $2,743+54.3% | $2,840+49.0% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,820-100.0% | $4,948-100.0% |
| Admin fee / account holder | $11 | $40-71.8% | $3,620-99.7% | $75-84.7% |