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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $4,776 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,312 | $74,552-43.2% | $63,018-32.9% | $69,631-39.2% |
| Participation rate | 94.3% | 78.3%+16.1pp | 74.8%+19.5pp | 70.7%+23.6pp |
| Annual return | 16.31% | 15.77%+0.5pp | 87.62%-71.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,251 | $2,974+42.9% | $3,330+27.7% | $3,224+31.9% |
| Admin fee / account holder | $9 | $59-85.2% | $3,601-99.8% | $110-92.0% |