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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,913 | $79,124-34.4% | $60,874-14.7% | $64,808-19.9% |
| Participation rate | 89.9% | 77.7%+12.2pp | 73.1%+16.8pp | 71.5%+18.4pp |
| Annual return | -12.93% | -7.13%-5.8pp | 16.90%-29.8pp | 32.82%-45.8pp |
| Employer contribution / active EE | $3,107 | $3,050+1.9% | $2,701+15.0% | $2,506+24.0% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $41 | $106-61.2% | $3,224-98.7% | $188-78.2% |