Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,803 | $87,173-41.7% | $59,899-15.2% | $75,289-32.5% |
| Participation rate | 66.8% | 74.5%-7.7pp | 74.7%-7.9pp | 72.4%-5.7pp |
| Annual return | -3.10% | -2.14%-1.0pp | 3.46%-6.6pp | -0.04%-3.1pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,299 | $3,379-2.4% | $3,403-3.0% | $3,739-11.8% |
| Admin fee / account holder | $0 | $75-99.4% | $3,592-100.0% | $102-99.6% |