Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $958,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,766 | $145,906+74.6% | $67,524+277.3% | $106,408+139.4% |
| Participation rate | 74.7% | 67.1%+7.6pp | 72.9%+1.8pp | 69.9%+4.8pp |
| Annual return | 13.12% | 15.10%-2.0pp | 3519.41%-3506.3pp | 17.37%-4.3pp |
| Employer contribution / active EE | $7,658 | $6,028+27.0% | $2,734+180.1% | $3,361+127.8% |
| Participant deferral / active EE | $6,567 | $5,093+29.0% | $4,001+64.1% | $5,567+18.0% |
| Admin fee / account holder | $28 | $38-26.7% | $4,001-99.3% | $79-64.9% |