Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 19 · EIN 13-1624203 | Securities Custodian | $56,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,287 | $98,780-13.7% | $60,919+40.0% | $77,906+9.5% |
| Participation rate | 94.1% | 76.7%+17.4pp | 73.1%+21.0pp | 73.7%+20.4pp |
| Annual return | -12.71% | -11.56%-1.1pp | 16.98%-29.7pp | 12.16%-24.9pp |
| Employer contribution / active EE | $1,606 | $3,605-55.5% | $2,704-40.6% | $2,846-43.6% |
| Participant deferral / active EE | $5,596 | $4,200+33.2% | $3,814+46.7% | $4,805+16.5% |
| Admin fee / account holder | $26 | $89-70.2% | $3,226-99.2% | $133-80.1% |