Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,209 | $79,151-46.7% | $60,919-30.7% | $64,824-34.9% |
| Participation rate | 81.3% | 77.7%+3.6pp | 73.1%+8.2pp | 71.5%+9.8pp |
| Annual return | -12.24% | -7.12%-5.1pp | 16.96%-29.2pp | 32.84%-45.1pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $5,261 | $3,727+41.1% | $3,814+37.9% | $4,311+22.0% |
| Admin fee / account holder | $118 | $106+11.4% | $3,228-96.4% | $188-37.3% |