Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TRUSTEES OF THE UNIVERSITY OF PA3+ years Service code 29 · EIN 23-1352685 | Legal | $19,463 |
TIAA3+ years Service code 99 · EIN 13-1624203 | Other Fees | $5,951 |
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 | $199,167 | $111,945+77.9% | $63,018+216.0% | $80,976+146.0% |
| Participation rate | 80.9% | 65.1%+15.9pp | 74.8%+6.1pp | 68.3%+12.7pp |
| Annual return | 15.53% | 17.10%-1.6pp | 87.63%-72.1pp | 22.91%-7.4pp |
| Employer contribution / active EE | $4,487 | $4,590-2.2% | $2,761+62.5% | $2,402+86.8% |
| Participant deferral / active EE | $4,712 | $3,579+31.6% | $3,330+41.5% | $3,848+22.4% |
| Admin fee / account holder | $1 | $24-95.6% | $3,601-100.0% | $67-98.4% |