Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $41,901 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,913 | $79,151-34.4% | $60,906-14.8% | $64,819-19.9% |
| Participation rate | 89.9% | 77.7%+12.2pp | 73.1%+16.8pp | 71.5%+18.4pp |
| Annual return | -12.93% | -7.12%-5.8pp | 16.94%-29.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $3,107 | $3,052+1.8% | $2,703+14.9% | $2,507+23.9% |
| Participant deferral / active EE | $0 | $3,727-100.0% | $3,814-100.0% | $4,311-100.0% |
| Admin fee / account holder | $41 | $106-61.3% | $3,227-98.7% | $188-78.2% |