Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 19 · EIN 13-1624203 | Securities Custodian | $43,943 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,817 | $105,581-19.7% | $70,492+20.3% | $90,274-6.0% |
| Participation rate | 98.3% | 77.5%+20.8pp | 75.1%+23.3pp | 73.4%+25.0pp |
| Annual return | 14.43% | 14.78%-0.4pp | 109.16%-94.7pp | 53.97%-39.5pp |
| Employer contribution / active EE | $1,607 | $3,304-51.4% | $2,738-41.3% | $2,523-36.3% |
| Participant deferral / active EE | $4,707 | $3,813+23.4% | $3,711+26.8% | $4,231+11.3% |
| Admin fee / account holder | $8 | $68-88.8% | $3,848-99.8% | $114-93.4% |