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 | $91,692-42.6% | $67,561-22.1% | $77,714-32.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 72.9%+10.4pp | 70.6%+12.8pp |
| Annual return | 13.81% | 14.88%-1.1pp | 3525.44%-3511.6pp | 31.26%-17.4pp |
| Employer contribution / active EE | $0 | $3,188-100.0% | $2,735-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,857 | $3,912+49.7% | $4,003+46.3% | $4,649+26.0% |
| Admin fee / account holder | $135 | $245-45.0% | $4,006-96.6% | $433-68.9% |