Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,557 |
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 | $47,221 | $65,322-27.7% | $70,476-33.0% | $73,493-35.7% |
| Participation rate | 98.8% | 77.0%+21.9pp | 75.1%+23.8pp | 70.7%+28.1pp |
| Annual return | 14.24% | 15.71%-1.5pp | 109.12%-94.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $2,298 | $2,460-6.6% | $2,738-16.1% | $2,270+1.2% |
| Participant deferral / active EE | $2,887 | $3,375-14.4% | $3,710-22.2% | $3,740-22.8% |
| Admin fee / account holder | $7 | $214-96.7% | $3,847-99.8% | $513-98.6% |