Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $260,486 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,720 | $56,734-72.3% | $68,368-77.0% | $103,975-84.9% |
| Participation rate | 94.0% | 61.6%+32.4pp | 73.8%+20.3pp | 72.5%+21.5pp |
| Annual return | 11.75% | 13.73%-2.0pp | 292.57%-280.8pp | 19.41%-7.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,649-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $3,351 | $2,940+14.0% | $4,123-18.7% | $5,343-37.3% |
| Admin fee / account holder | $59 | $263-77.5% | $5,150-98.9% | $332-82.2% |