Filed March 3, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,153 | $84,948+1.4% | $70,476+22.2% | $73,412+17.4% |
| Participation rate | 99.3% | 79.9%+19.3pp | 75.1%+24.2pp | 72.2%+27.1pp |
| Annual return | 12.80% | 13.39%-0.6pp | 109.12%-96.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $855 | $2,834-69.8% | $2,738-68.8% | $2,234-61.7% |
| Participant deferral / active EE | $2,554 | $3,387-24.6% | $3,710-31.2% | $3,806-32.9% |
| Admin fee / account holder | $32 | $98-67.8% | $3,847-99.2% | $158-80.0% |