Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $43,130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,280 | $105,581-26.8% | $70,492+9.6% | $90,274-14.4% |
| Participation rate | 99.0% | 77.5%+21.4pp | 75.1%+23.9pp | 73.4%+25.6pp |
| Annual return | 15.41% | 14.78%+0.6pp | 109.16%-93.8pp | 53.97%-38.6pp |
| Employer contribution / active EE | $6,284 | $3,304+90.2% | $2,738+129.5% | $2,523+149.0% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $23 | $68-65.4% | $3,848-99.4% | $114-79.5% |