Filed July 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,731 | $91,680-41.4% | $67,524-20.4% | $77,692-30.8% |
| Participation rate | 83.4% | 76.0%+7.4pp | 72.9%+10.5pp | 70.6%+12.9pp |
| Annual return | 12.36% | 14.87%-2.5pp | 3519.41%-3507.1pp | 31.25%-18.9pp |
| Employer contribution / active EE | $472 | $3,186-85.2% | $2,734-82.7% | $2,726-82.7% |
| Participant deferral / active EE | $1,883 | $3,909-51.8% | $4,001-52.9% | $4,648-59.5% |
| Admin fee / account holder | $13 | $176-92.4% | $4,001-99.7% | $431-96.9% |