Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $64,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,200 | $98,780-27.9% | $60,919+16.9% | $77,906-8.6% |
| Participation rate | 96.8% | 76.7%+20.1pp | 73.1%+23.7pp | 73.7%+23.1pp |
| Annual return | -14.25% | -11.56%-2.7pp | 16.98%-31.2pp | 12.16%-26.4pp |
| Employer contribution / active EE | $6,600 | $3,605+83.1% | $2,704+144.1% | $2,846+131.9% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $30 | $89-65.6% | $3,226-99.1% | $133-77.0% |