Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 99 · EIN 13-1624203 | Other Fees | $431,071 |
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 | $246,696 | $141,493+74.4% | $75,728+225.8% | $106,520+131.6% |
| Participation rate | 85.5% | 65.2%+20.3pp | 74.8%+10.6pp | 71.3%+14.1pp |
| Annual return | 13.43% | 15.80%-2.4pp | 104.66%-91.2pp | 19.28%-5.9pp |
| Employer contribution / active EE | $4,918 | $4,166+18.1% | $2,743+79.3% | $2,840+73.1% |
| Participant deferral / active EE | $5,525 | $4,740+16.6% | $3,820+44.6% | $4,948+11.7% |
| Admin fee / account holder | $17 | $40-58.6% | $3,620-99.5% | $75-77.6% |