Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,920 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,881 | $84,948-49.5% | $70,494-39.2% | $73,412-41.6% |
| Participation rate | 78.8% | 79.9%-1.1pp | 75.1%+3.8pp | 72.2%+6.7pp |
| Annual return | 17.51% | 13.39%+4.1pp | 109.16%-91.6pp | 59.30%-41.8pp |
| Employer contribution / active EE | $8 | $2,834-99.7% | $2,738-99.7% | $2,234-99.6% |
| Participant deferral / active EE | $4,650 | $3,387+37.3% | $3,711+25.3% | $3,806+22.2% |
| Admin fee / account holder | $127 | $98+29.1% | $3,848-96.7% | $158-19.8% |