Filed December 20, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $47,522 |
NATIONWIDE2 years Service code 72 · EIN 31-4156830 P.O. BOX 182021 · COLUMBUS, OH 432182021 | Other investment fees and expenses | $1,795 |
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 | $99,386 | $74,552+33.3% | $63,005+57.7% | $69,631+42.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 15.48% | 15.77%-0.3pp | 87.59%-72.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $6,507 | $2,929+122.2% | $2,760+135.8% | $2,032+220.2% |
| Participant deferral / active EE | $4,874 | $2,974+63.9% | $3,329+46.4% | $3,224+51.2% |
| Admin fee / account holder | $59 | $59-1.0% | $3,599-98.4% | $110-46.8% |