Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $36,384 |
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 | $51,923 | $84,948-38.9% | $70,449-26.3% | $73,409-29.3% |
| Participation rate | 95.5% | 79.9%+15.6pp | 75.1%+20.5pp | 72.2%+23.3pp |
| Annual return | 13.27% | 13.39%-0.1pp | 109.03%-95.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $2,901 | $2,834+2.4% | $2,737+6.0% | $2,234+29.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $34 | $98-65.6% | $3,845-99.1% | $158-78.6% |