Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 99 · EIN 13-1624203 | Other Fees | $16,206 |
TRUSTEES OF THE UNIVERSITY OF PA1+ years Service code 29 · EIN 23-1352685 | Legal | $13,366 |
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 | $173,051 | $81,689+111.8% | $57,357+201.7% | $69,651+148.5% |
| Participation rate | 86.1% | 66.0%+20.1pp | 75.1%+11.0pp | 66.6%+19.5pp |
| Annual return | 1.21% | 821.18%-820.0pp | 24.41%-23.2pp | 53.77%-52.6pp |
| Employer contribution / active EE | $4,352 | $3,891+11.8% | $2,689+61.8% | $2,241+94.2% |
| Participant deferral / active EE | $4,599 | $3,019+52.3% | $3,162+45.4% | $3,635+26.5% |
| Admin fee / account holder | $1 | $27-94.8% | $3,357-100.0% | $63-97.8% |