Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,644 | $79,151-49.9% | $60,919-34.9% | $64,824-38.8% |
| Participation rate | 93.2% | 77.7%+15.5pp | 73.1%+20.1pp | 71.5%+21.7pp |
| Annual return | -9.95% | -7.12%-2.8pp | 16.96%-26.9pp | 32.84%-42.8pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $3,337 | $3,727-10.5% | $3,814-12.5% | $4,311-22.6% |
| Admin fee / account holder | $37 | $106-65.4% | $3,228-98.9% | $188-80.6% |