Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $72,554 |
Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
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 | $90,105 | $94,833-5.0% | $75,731+19.0% | $86,821+3.8% |
| Participation rate | 97.1% | 79.1%+17.9pp | 74.8%+22.2pp | 72.3%+24.8pp |
| Annual return | 26.15% | 16.91%+9.2pp | 104.65%-78.5pp | 97.94%-71.8pp |
| Employer contribution / active EE | $1,636 | $2,904-43.7% | $2,743-40.3% | $2,406-32.0% |
| Participant deferral / active EE | $3,916 | $3,632+7.8% | $3,820+2.5% | $4,132-5.2% |
| Admin fee / account holder | $93 | $109-14.7% | $3,620-97.4% | $170-45.3% |