Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $492,365 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,893 | $133,493+66.2% | $64,110+246.1% | $96,393+130.2% |
| Participation rate | 71.6% | 69.3%+2.2pp | 72.3%-0.8pp | 71.3%+0.3pp |
| Annual return | 15.16% | 17.06%-1.9pp | 33.75%-18.6pp | 22.88%-7.7pp |
| Employer contribution / active EE | $4,529 | $6,233-27.3% | $2,751+64.6% | $3,239+39.8% |
| Participant deferral / active EE | $4,908 | $5,097-3.7% | $3,883+26.4% | $5,455-10.0% |
| Admin fee / account holder | $17 | $34-49.6% | $3,071-99.4% | $74-76.6% |