Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 56-1981693 | Investment Management | $356 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $144 |
Service code 28 · EIN 02-0764706 | Investment Management | $91 |
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 | $56,737 | $95,542-40.6% | $69,480-18.3% | $67,584-16.1% |
| Participation rate | 94.7% | 79.4%+15.3pp | 74.6%+20.1pp | 71.3%+23.4pp |
| Annual return | 17.38% | 17.67%-0.3pp | 28.99%-11.6pp | 378.59%-361.2pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,707 | $3,263+44.3% | $3,537+33.1% | $3,540+33.0% |
| Admin fee / account holder | $1 | $90-99.4% | $3,840-100.0% | $142-99.6% |