Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,501 |
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 | $41,460 | $60,795-31.8% | $69,464-40.3% | $65,185-36.4% |
| Participation rate | 81.3% | 74.9%+6.5pp | 74.6%+6.7pp | 70.2%+11.1pp |
| Annual return | 18.58% | 17.46%+1.1pp | 28.98%-10.4pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,109 | $2,452-14.0% | $2,779-24.1% | $2,177-3.1% |
| Participant deferral / active EE | $2,951 | $3,162-6.7% | $3,536-16.6% | $3,514-16.0% |
| Admin fee / account holder | $7 | $314-97.8% | $3,840-99.8% | $847-99.2% |