Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $8,507 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,452 | $48,277+120.5% | $67,511+57.7% | $80,874+31.6% |
| Participation rate | 94.4% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.8pp |
| Annual return | 66.98% | 18.27%+48.7pp | 3517.41%-3450.4pp | 35.62%+31.4pp |
| Employer contribution / active EE | $6,283 | $2,021+210.9% | $2,733+129.9% | $2,756+128.0% |
| Participant deferral / active EE | $5,999 | $2,926+105.0% | $4,000+50.0% | $4,297+39.6% |
| Admin fee / account holder | $49 | $3,687-98.7% | $3,999-98.8% | $6,935-99.3% |