Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $304 |
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 | $15,060 | $41,256-63.5% | $86,581-82.6% | $77,958-80.7% |
| Participation rate | 99.0% | 63.0%+36.0pp | 73.5%+25.4pp | 71.6%+27.3pp |
| Annual return | 14.36% | 17.67%-3.3pp | 965.06%-950.7pp | 20.87%-6.5pp |
| Employer contribution / active EE | $1,947 | $1,613+20.8% | $2,840-31.4% | $2,310-15.7% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $71-99.8% | $4,904-100.0% | $97-99.8% |