Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $462,610 |
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 | $44,037 | $114,884-61.7% | $60,919-27.7% | $89,433-50.8% |
| Participation rate | 97.6% | 70.1%+27.5pp | 73.1%+24.5pp | 71.3%+26.3pp |
| Annual return | -14.62% | -13.42%-1.2pp | 16.98%-31.6pp | -11.88%-2.7pp |
| Employer contribution / active EE | $3,739 | $5,609-33.3% | $2,704+38.3% | $3,021+23.8% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $3,814-100.0% | $5,125-100.0% |
| Admin fee / account holder | $14 | $37-61.5% | $3,226-99.6% | $79-81.9% |