Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 99 · EIN 13-1624203 | Other Fees | $14,764 |
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 | $180,831 | $89,117+102.9% | $57,196+216.2% | $329,111-45.1% |
| Participation rate | 79.1% | 67.2%+11.9pp | 75.3%+3.8pp | 67.9%+11.3pp |
| Annual return | 7.75% | 7.87%-0.1pp | 14.59%-6.8pp | 16.35%-8.6pp |
| Employer contribution / active EE | $4,357 | $4,034+8.0% | $2,683+62.4% | $2,303+89.2% |
| Participant deferral / active EE | $4,612 | $3,328+38.6% | $3,096+49.0% | $3,682+25.3% |
| Admin fee / account holder | $1 | $21-96.6% | $3,141-100.0% | $754-99.9% |