Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,272 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,944 | $94,833-52.6% | $75,731-40.7% | $86,821-48.2% |
| Participation rate | 94.6% | 79.1%+15.5pp | 74.8%+19.7pp | 72.3%+22.3pp |
| Annual return | 15.01% | 16.91%-1.9pp | 104.65%-89.6pp | 97.94%-82.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $3,229 | $3,632-11.1% | $3,820-15.5% | $4,132-21.9% |
| Admin fee / account holder | $40 | $109-63.1% | $3,620-98.9% | $170-76.4% |