Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $5,312 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,353 | $85,199-33.9% | $57,196-1.5% | $63,975-11.9% |
| Participation rate | 98.7% | 74.0%+24.6pp | 75.3%+23.3pp | 71.1%+27.5pp |
| Annual return | 6.06% | 10.43%-4.4pp | 14.59%-8.5pp | 48.65%-42.6pp |
| Employer contribution / active EE | $5,541 | $3,446+60.8% | $2,683+106.5% | $2,182+154.0% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,096-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $39-88.9% | $3,141-99.9% | $70-93.9% |