Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $49,209 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,697 | $91,692-38.2% | $67,561-16.1% | $77,714-27.0% |
| Participation rate | 71.6% | 76.0%-4.5pp | 72.9%-1.3pp | 70.6%+1.0pp |
| Annual return | 12.20% | 14.88%-2.7pp | 3525.44%-3513.2pp | 31.26%-19.1pp |
| Employer contribution / active EE | $2,591 | $3,188-18.7% | $2,735-5.3% | $2,727-5.0% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,649-100.0% |
| Admin fee / account holder | $43 | $245-82.2% | $4,006-98.9% | $433-90.0% |