Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $606,747 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,539 | $114,884+75.4% | $60,919+230.8% | $89,433+125.4% |
| Participation rate | 96.3% | 70.1%+26.3pp | 73.1%+23.2pp | 71.3%+25.1pp |
| Annual return | -12.49% | -13.42%+0.9pp | 16.98%-29.5pp | -11.88%-0.6pp |
| Employer contribution / active EE | $5,654 | $5,609+0.8% | $2,704+109.1% | $3,021+87.2% |
| Participant deferral / active EE | $6,364 | $4,846+31.3% | $3,814+66.8% | $5,125+24.2% |
| Admin fee / account holder | $22 | $37-40.7% | $3,226-99.3% | $79-72.1% |