Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,718 | $74,552-27.9% | $63,018-14.8% | $69,634-22.9% |
| Participation rate | 95.2% | 78.3%+16.9pp | 74.8%+20.4pp | 70.7%+24.5pp |
| Annual return | 13.87% | 15.77%-1.9pp | 87.63%-73.8pp | 27572.26%-27558.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,252 | $2,974+43.0% | $3,330+27.7% | $3,224+31.9% |
| Admin fee / account holder | $0 | $59-99.3% | $3,601-100.0% | $110-99.6% |