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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,697 | $91,762-38.2% | $67,502-16.0% | $77,643-27.0% |
| Participation rate | 71.6% | 75.9%-4.3pp | 72.9%-1.3pp | 70.6%+1.0pp |
| Annual return | 12.20% | 14.87%-2.7pp | 3512.12%-3499.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,591 | $3,181-18.6% | $2,731-5.1% | $2,726-5.0% |
| Participant deferral / active EE | $0 | $3,903-100.0% | $4,000-100.0% | $4,647-100.0% |
| Admin fee / account holder | $43 | $176-75.3% | $3,998-98.9% | $430-89.9% |