Filed March 16, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,948 | $91,692+34.1% | $67,561+82.0% | $77,714+58.2% |
| Participation rate | 44.6% | 76.0%-31.4pp | 72.9%-28.3pp | 70.6%-25.9pp |
| Annual return | 13.68% | 14.88%-1.2pp | 3525.44%-3511.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,567 | $3,188-19.5% | $2,735-6.1% | $2,727-5.8% |
| Participant deferral / active EE | $3,016 | $3,912-22.9% | $4,003-24.7% | $4,649-35.1% |
| Admin fee / account holder | $30 | $245-87.8% | $4,006-99.3% | $433-93.1% |