Filed March 3, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $12,980 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,014 | $95,542-15.2% | $69,461+16.6% | $67,579+19.9% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+27.9pp |
| Annual return | 16.28% | 17.67%-1.4pp | 28.97%-12.7pp | 378.56%-362.3pp |
| Employer contribution / active EE | $1,006 | $2,989-66.4% | $2,779-63.8% | $2,148-53.2% |
| Participant deferral / active EE | $3,085 | $3,263-5.4% | $3,536-12.7% | $3,539-12.8% |
| Admin fee / account holder | $17 | $90-80.6% | $3,840-99.5% | $142-87.8% |