Filed January 15, 2025 (most recent of 4 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $6,057 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND Service code 23 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Insurance services | $625 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,893 | $74,552+16.6% | $63,003+37.9% | $69,631+24.8% |
| Participation rate | 97.4% | 78.3%+19.1pp | 74.8%+22.6pp | 70.7%+26.7pp |
| Annual return | 13.52% | 15.77%-2.2pp | 87.59%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,354 | $2,929-19.6% | $2,760-14.7% | $2,032+15.9% |
| Participant deferral / active EE | $4,795 | $2,974+61.2% | $3,329+44.0% | $3,224+48.7% |
| Admin fee / account holder | $58 | $59-2.7% | $3,600-98.4% | $110-47.7% |