Filed February 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $15,253 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,502 | $83,884-39.8% | $64,097-21.2% | $74,473-32.2% |
| Participation rate | 80.9% | 76.6%+4.3pp | 72.3%+8.6pp | 70.7%+10.2pp |
| Annual return | 16.73% | 16.57%+0.2pp | 33.75%-17.0pp | 34.36%-17.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,293 | $3,692+43.4% | $3,881+36.4% | $4,530+16.9% |
| Admin fee / account holder | $123 | $196-37.1% | $3,070-96.0% | $347-64.5% |