Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $483 |
Participant contribution per participant 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 | $31,701 | $74,552-57.5% | $63,018-49.7% | $69,631-54.5% |
| Participation rate | 72.6% | 78.3%-5.7pp | 74.8%-2.2pp | 70.7%+1.9pp |
| Annual return | 0.00% | 15.77%-15.8pp | 87.62%-87.6pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $986 | $2,974-66.8% | $3,330-70.4% | $3,224-69.4% |
| Admin fee / account holder | $2 | $59-97.1% | $3,601-100.0% | $110-98.4% |