Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $936,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,013 | $133,493+61.8% | $64,110+236.9% | $96,393+124.1% |
| Participation rate | 71.4% | 69.3%+2.1pp | 72.3%-0.9pp | 71.3%+0.2pp |
| Annual return | 16.32% | 17.06%-0.7pp | 33.75%-17.4pp | 22.88%-6.6pp |
| Employer contribution / active EE | $6,896 | $6,233+10.6% | $2,751+150.7% | $3,239+112.9% |
| Participant deferral / active EE | $6,008 | $5,097+17.9% | $3,883+54.7% | $5,455+10.1% |
| Admin fee / account holder | $27 | $34-20.2% | $3,071-99.1% | $74-62.9% |