Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $494,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,749 | $145,906+65.0% | $67,560+256.3% | $106,553+125.9% |
| Participation rate | 70.7% | 67.1%+3.6pp | 72.9%-2.2pp | 69.8%+0.9pp |
| Annual return | 12.32% | 15.10%-2.8pp | 3533.50%-3521.2pp | 17.37%-5.1pp |
| Employer contribution / active EE | $4,657 | $6,028-22.7% | $2,737+70.2% | $3,359+38.7% |
| Participant deferral / active EE | $5,095 | $5,093+0.1% | $4,004+27.3% | $5,562-8.4% |
| Admin fee / account holder | $17 | $38-55.0% | $3,994-99.6% | $80-78.6% |