Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,947 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,590 | $74,552-41.5% | $62,995-30.8% | $69,631-37.4% |
| Participation rate | 98.5% | 78.3%+20.2pp | 74.8%+23.7pp | 70.7%+27.8pp |
| Annual return | 15.20% | 15.77%-0.6pp | 87.57%-72.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $3,250 | $2,929+11.0% | $2,759+17.8% | $2,032+59.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,329-100.0% | $3,224-100.0% |
| Admin fee / account holder | $14 | $59-76.5% | $3,600-99.6% | $110-87.3% |