Filed May 14, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $172,152 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 27 · EIN 81-3968784 PO BOX 31420 · INDEPENDENCE, OH 441210420 | Advisory (Plan) | $53,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $148,935 | $113,568+31.1% | $67,575+120.4% | $199,960-25.5% |
| Participation rate | 31.2% | 73.3%-42.1pp | 72.9%-41.7pp | 72.0%-40.8pp |
| Annual return | 11.21% | 15.88%-4.7pp | 3528.98%-3517.8pp | 34.28%-23.1pp |
| Employer contribution / active EE | $574 | $3,409-83.2% | $2,736-79.0% | $3,036-81.1% |
| Participant deferral / active EE | $1,417 | $4,163-66.0% | $4,003-64.6% | $5,087-72.1% |
| Admin fee / account holder | $144 | $102+41.1% | $3,993-96.4% | $269-46.3% |