Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $35,605 |
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 | $47,520 | $95,542-50.3% | $69,455-31.6% | $67,579-29.7% |
| Participation rate | 97.8% | 79.4%+18.5pp | 74.6%+23.2pp | 71.3%+26.6pp |
| Annual return | 17.79% | 17.67%+0.1pp | 28.97%-11.2pp | 378.56%-360.8pp |
| Employer contribution / active EE | $3,002 | $2,989+0.5% | $2,779+8.0% | $2,148+39.8% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $33 | $90-63.0% | $3,839-99.1% | $142-76.6% |