Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 19 · EIN 13-1624203 | Securities Custodian | $69,932 |
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 | $105,901 | $113,568-6.8% | $67,524+56.8% | $199,874-47.0% |
| Participation rate | 92.9% | 73.3%+19.5pp | 72.9%+20.0pp | 72.0%+20.9pp |
| Annual return | 13.09% | 15.88%-2.8pp | 3519.41%-3506.3pp | 34.28%-21.2pp |
| Employer contribution / active EE | $1,207 | $3,409-64.6% | $2,734-55.8% | $3,036-60.2% |
| Participant deferral / active EE | $5,961 | $4,163+43.2% | $4,001+49.0% | $5,090+17.1% |
| Admin fee / account holder | $33 | $102-67.4% | $4,001-99.2% | $269-87.6% |