Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,624 | $91,621-42.6% | $67,511-22.1% | $77,671-32.2% |
| Participation rate | 83.3% | 76.0%+7.4pp | 72.9%+10.4pp | 70.6%+12.8pp |
| Annual return | 13.81% | 14.87%-1.1pp | 3517.41%-3503.6pp | 31.21%-17.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,857 | $3,906+49.9% | $4,000+46.4% | $4,648+26.0% |
| Admin fee / account holder | $135 | $176-23.6% | $3,999-96.6% | $430-68.7% |