Filed June 8, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $108,072 |
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 | $94,047 | $79,124+18.9% | $60,899+54.4% | $64,814+45.1% |
| Participation rate | 97.7% | 77.7%+20.0pp | 73.1%+24.6pp | 71.5%+26.2pp |
| Annual return | -12.38% | -7.13%-5.3pp | 16.92%-29.3pp | 32.84%-45.2pp |
| Employer contribution / active EE | $2,343 | $3,050-23.2% | $2,702-13.3% | $2,507-6.5% |
| Participant deferral / active EE | $3,774 | $3,725+1.3% | $3,817-1.1% | $4,310-12.4% |
| Admin fee / account holder | $129 | $106+22.1% | $3,225-96.0% | $188-31.3% |