Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $20,393 |
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 | $35,964 | $95,542-62.4% | $69,483-48.2% | $67,582-46.8% |
| Participation rate | 93.1% | 79.4%+13.8pp | 74.6%+18.5pp | 71.3%+21.8pp |
| Annual return | 20.92% | 17.67%+3.3pp | 28.99%-8.1pp | 378.57%-357.7pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,957 | $3,263-9.4% | $3,537-16.4% | $3,539-16.5% |
| Admin fee / account holder | $27 | $90-70.3% | $3,841-99.3% | $142-81.3% |