Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,178 |
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 | $46,417 | $57,976-19.9% | $63,018-26.3% | $62,293-25.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.10% | 17.54%-2.4pp | 87.62%-72.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,868 | $2,415+18.8% | $2,761+3.9% | $2,042+40.4% |
| Participant deferral / active EE | $3,713 | $2,956+25.6% | $3,330+11.5% | $3,169+17.1% |
| Admin fee / account holder | $13 | $276-95.2% | $3,601-99.6% | $479-97.2% |