Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $72,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,120 | $67,512+40.9% | $185,854-48.8% | $93,010+2.3% |
| Participation rate | 91.0% | 67.1%+23.9pp | 81.7%+9.3pp | 73.9%+17.1pp |
| Annual return | 4.46% | 21.04%-16.6pp | 122.12%-117.7pp | 158.70%-154.2pp |
| Employer contribution / active EE | $40 | $1,783-97.8% | $5,169-99.2% | $2,705-98.5% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $1 | $318-99.6% | $16,246-100.0% | $152-99.1% |