Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,111 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,806 | $94,833-48.5% | $75,731-35.6% | $86,821-43.8% |
| Participation rate | 77.7% | 79.1%-1.4pp | 74.8%+2.9pp | 72.3%+5.4pp |
| Annual return | 17.26% | 16.91%+0.3pp | 104.65%-87.4pp | 97.94%-80.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $4,768 | $3,632+31.3% | $3,820+24.8% | $4,132+15.4% |
| Admin fee / account holder | $162 | $109+48.8% | $3,620-95.5% | $170-4.7% |