Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 19 · EIN 13-1624203 | Securities Custodian | $56,123 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,712 | $105,179-8.1% | $64,110+50.9% | $80,187+20.6% |
| Participation rate | 94.2% | 73.5%+20.6pp | 72.3%+21.8pp | 72.9%+21.2pp |
| Annual return | 15.76% | 20.34%-4.6pp | 33.75%-18.0pp | 40.40%-24.6pp |
| Employer contribution / active EE | $1,495 | $3,311-54.8% | $2,751-45.6% | $2,980-49.8% |
| Participant deferral / active EE | $5,699 | $4,020+41.8% | $3,883+46.8% | $5,016+13.6% |
| Admin fee / account holder | $27 | $113-76.1% | $3,071-99.1% | $145-81.3% |