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 | $48,314+120.3% | $67,561+57.6% | $80,925+31.5% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.7%+26.8pp |
| Annual return | 66.98% | 18.28%+48.7pp | 3525.44%-3458.5pp | 35.65%+31.3pp |
| Employer contribution / active EE | $6,283 | $2,022+210.8% | $2,735+129.8% | $2,756+128.0% |
| Participant deferral / active EE | $5,999 | $2,927+105.0% | $4,003+49.9% | $4,299+39.6% |
| Admin fee / account holder | $49 | $3,690-98.7% | $4,006-98.8% | $6,940-99.3% |