Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $56,197 |
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 | $54,751 | $74,552-26.6% | $63,018-13.1% | $69,631-21.4% |
| Participation rate | 97.5% | 78.3%+19.2pp | 74.8%+22.7pp | 70.7%+26.8pp |
| Annual return | 11.44% | 15.77%-4.3pp | 87.62%-76.2pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $4,241 | $2,929+44.8% | $2,761+53.6% | $2,032+108.7% |
| Participant deferral / active EE | $2,816 | $2,974-5.3% | $3,330-15.4% | $3,224-12.7% |
| Admin fee / account holder | $53 | $59-11.4% | $3,601-98.5% | $110-52.3% |