Filed November 2, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,512 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,125 | $60,989-27.7% | $60,906-27.6% | $66,938-34.1% |
| Participation rate | 99.5% | 74.5%+25.0pp | 73.1%+26.4pp | 69.8%+29.7pp |
| Annual return | -13.34% | -9.60%-3.7pp | 16.94%-30.3pp | 1.58%-14.9pp |
| Employer contribution / active EE | $2,246 | $2,661-15.6% | $2,703-16.9% | $2,545-11.7% |
| Participant deferral / active EE | $2,799 | $3,615-22.6% | $3,814-26.6% | $4,238-34.0% |
| Admin fee / account holder | $9 | $338-97.3% | $3,227-99.7% | $594-98.5% |