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 |
|---|---|---|
TIAA5+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $40,580 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,016 | $204,517-66.7% | $69,480-2.1% | $77,775-12.5% |
| Participation rate | 98.7% | 74.6%+24.1pp | 74.6%+24.1pp | 73.2%+25.5pp |
| Annual return | 18.43% | 22.10%-3.7pp | 28.99%-10.6pp | 32.58%-14.1pp |
| Employer contribution / active EE | $5,885 | $3,548+65.9% | $2,780+111.7% | $2,504+135.0% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $23 | $101-77.5% | $3,840-99.4% | $100-77.4% |