Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,082 |
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 | $47,105 | $91,621-48.6% | $67,511-30.2% | $77,671-39.4% |
| Participation rate | 57.5% | 76.0%-18.5pp | 72.9%-15.4pp | 70.6%-13.1pp |
| Annual return | 17.24% | 14.87%+2.4pp | 3517.41%-3500.2pp | 31.21%-14.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,733-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,174 | $3,906-44.3% | $4,000-45.7% | $4,648-53.2% |
| Admin fee / account holder | $43 | $176-75.6% | $3,999-98.9% | $430-90.0% |