Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,037 |
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 | $43,332 | $55,002-21.2% | $59,887-27.6% | $56,287-23.0% |
| Participation rate | 98.4% | 75.9%+22.4pp | 74.7%+23.7pp | 69.9%+28.5pp |
| Annual return | -3.48% | 1.13%-4.6pp | 3.46%-6.9pp | -9.96%+6.5pp |
| Employer contribution / active EE | $2,638 | $2,448+7.7% | $2,722-3.1% | $2,111+24.9% |
| Participant deferral / active EE | $3,882 | $3,121+24.4% | $3,402+14.1% | $3,350+15.9% |
| Admin fee / account holder | $6 | $236-97.4% | $3,591-99.8% | $521-98.8% |