Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 19 · EIN 13-1624203 | Securities Custodian | $7,892 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,447 | $92,091-24.6% | $63,018+10.2% | $77,958-10.9% |
| Participation rate | 98.5% | 74.5%+24.0pp | 74.8%+23.7pp | 71.6%+26.8pp |
| Annual return | 14.27% | 16.23%-2.0pp | 87.63%-73.4pp | 20.87%-6.6pp |
| Employer contribution / active EE | $1,451 | $3,424-57.6% | $2,761-47.4% | $2,310-37.2% |
| Participant deferral / active EE | $3,755 | $3,361+11.7% | $3,330+12.8% | $3,537+6.2% |
| Admin fee / account holder | $0 | $48-100.0% | $3,601-100.0% | $97-100.0% |