Filed June 8, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $86,843 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,834 | $84,948+23.4% | $70,476+48.8% | $73,412+42.8% |
| Participation rate | 95.5% | 79.9%+15.6pp | 75.1%+20.5pp | 72.2%+23.4pp |
| Annual return | 13.54% | 13.39%+0.2pp | 109.12%-95.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $2,377 | $2,834-16.1% | $2,738-13.2% | $2,234+6.4% |
| Participant deferral / active EE | $3,756 | $3,387+10.9% | $3,710+1.2% | $3,806-1.3% |
| Admin fee / account holder | $110 | $98+12.2% | $3,847-97.1% | $158-30.3% |