Filed September 24, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $306 |
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 | $64,208 | $84,948-24.4% | $70,492-8.9% | $73,415-12.5% |
| Participation rate | 93.7% | 79.9%+13.7pp | 75.1%+18.6pp | 72.2%+21.5pp |
| Annual return | 13.71% | 13.39%+0.3pp | 109.16%-95.5pp | 59.30%-45.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,794 | $3,387+41.5% | $3,711+29.2% | $3,806+26.0% |
| Admin fee / account holder | $1 | $98-99.3% | $3,848-100.0% | $158-99.6% |