Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TRUSTEES OF THE UNIVERSITY OF PA4+ years Service code 29 · EIN 23-1352685 | Legal | $23,484 |
TIAA4+ years Service code 99 · EIN 13-1624203 | Other Fees | $5,721 |
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 | $180,186 | $97,136+85.5% | $59,899+200.8% | $73,367+145.6% |
| Participation rate | 81.0% | 65.8%+15.2pp | 74.7%+6.3pp | 69.5%+11.5pp |
| Annual return | -3.97% | -2.56%-1.4pp | 3.46%-7.4pp | 173.45%-177.4pp |
| Employer contribution / active EE | $4,571 | $4,492+1.8% | $2,723+67.9% | $2,499+82.9% |
| Participant deferral / active EE | $4,775 | $4,036+18.3% | $3,403+40.3% | $4,033+18.4% |
| Admin fee / account holder | $1 | $31-96.1% | $3,592-100.0% | $68-98.3% |