Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $45,576 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,945 | $68,408-25.5% | $57,196-10.9% | $57,658-11.6% |
| Participation rate | 98.1% | 79.1%+19.0pp | 75.3%+22.8pp | 70.2%+27.9pp |
| Annual return | 1.51% | 8.51%-7.0pp | 14.59%-13.1pp | 5.13%-3.6pp |
| Employer contribution / active EE | $4,564 | $2,869+59.1% | $2,683+70.1% | $1,974+131.2% |
| Participant deferral / active EE | $2,965 | $2,903+2.1% | $3,096-4.2% | $3,061-3.1% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |