Filed December 27, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,293 | $83,884-31.7% | $64,101-10.6% | $74,460-23.1% |
| Participation rate | 67.2% | 76.6%-9.4pp | 72.3%-5.1pp | 70.7%-3.6pp |
| Annual return | 14.51% | 16.57%-2.1pp | 33.72%-19.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,205 | $3,084-28.5% | $2,749-19.8% | $2,638-16.4% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $44 | $196-77.4% | $3,070-98.6% | $348-87.2% |