Filed April 23, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | $92,918 |
TIAA2 years Service code 16 · EIN 13-1624203 | Consulting | $6,045 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,424 | $59,339-6.6% | $149,673-63.0% | $103,482-46.4% |
| Participation rate | 89.9% | 70.2%+19.7pp | 78.8%+11.2pp | 73.3%+16.7pp |
| Annual return | 13.02% | 77.78%-64.8pp | 134.42%-121.4pp | 33.11%-20.1pp |
| Employer contribution / active EE | $863 | $2,178-60.4% | $4,818-82.1% | $3,208-73.1% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $10 | $103-90.2% | $13,210-99.9% | $114-91.2% |