Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $72,538 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,414 | $113,568-31.8% | $67,560+14.6% | $200,096-61.3% |
| Participation rate | 94.6% | 73.3%+21.2pp | 72.9%+21.6pp | 72.0%+22.5pp |
| Annual return | 13.25% | 15.88%-2.6pp | 3533.50%-3520.2pp | 34.26%-21.0pp |
| Employer contribution / active EE | $6,193 | $3,409+81.6% | $2,737+126.3% | $3,038+103.9% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $29 | $102-71.6% | $3,994-99.3% | $269-89.2% |