Filed August 29, 2024 (most recent of 6 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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% | $67,560+56.8% | $200,096-47.1% |
| Participation rate | 92.9% | 73.3%+19.5pp | 72.9%+19.9pp | 72.0%+20.8pp |
| Annual return | 13.09% | 15.88%-2.8pp | 3533.50%-3520.4pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,207 | $3,409-64.6% | $2,737-55.9% | $3,038-60.3% |
| Participant deferral / active EE | $5,961 | $4,163+43.2% | $4,004+48.9% | $5,090+17.1% |
| Admin fee / account holder | $33 | $102-67.4% | $3,994-99.2% | $269-87.6% |