Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $4,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,272 | $92,091-30.2% | $63,018+2.0% | $77,958-17.6% |
| Participation rate | 98.6% | 74.5%+24.2pp | 74.8%+23.8pp | 71.6%+27.0pp |
| Annual return | 15.61% | 16.23%-0.6pp | 87.63%-72.0pp | 20.87%-5.3pp |
| Employer contribution / active EE | $5,633 | $3,424+64.5% | $2,761+104.1% | $2,310+143.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,330-100.0% | $3,537-100.0% |
| Admin fee / account holder | $3 | $48-94.2% | $3,601-99.9% | $97-97.1% |