Filed December 20, 2022 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $38,049 |
NATIONWIDE1 year Service code 72 · EIN 31-4156830 | Other investment fees and expenses | $2,659 |
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 | $87,628 | $68,408+28.1% | $57,196+53.2% | $57,661+52.0% |
| Participation rate | 97.4% | 79.1%+18.3pp | 75.3%+22.1pp | 70.2%+27.2pp |
| Annual return | 7.31% | 8.51%-1.2pp | 14.59%-7.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $5,701 | $2,869+98.7% | $2,683+112.5% | $1,974+188.8% |
| Participant deferral / active EE | $4,208 | $2,903+45.0% | $3,096+35.9% | $3,061+37.5% |
| Admin fee / account holder | $49 | $70-29.2% | $3,141-98.4% | $95-47.8% |