Filed August 29, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 19 · EIN 13-1624203 | Securities Custodian | $59,374 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,089 | $105,179-28.6% | $64,110+17.1% | $80,187-6.4% |
| Participation rate | 98.1% | 73.5%+24.6pp | 72.3%+25.8pp | 72.9%+25.2pp |
| Annual return | 16.03% | 20.34%-4.3pp | 33.75%-17.7pp | 40.40%-24.4pp |
| Employer contribution / active EE | $6,385 | $3,311+92.9% | $2,751+132.1% | $2,980+114.3% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $25 | $113-77.8% | $3,071-99.2% | $145-82.7% |