Filed January 6, 2025 (most recent of 2 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $89,670-82.5% | $94,057-83.3% | $89,670-82.5% |
| Participation rate | 94.0% | 71.2%+22.9pp | 73.3%+20.7pp | 71.2%+22.9pp |
| Annual return | 11.75% | 19.66%-7.9pp | 480.62%-468.9pp | 19.66%-7.9pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,933-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $3,351 | $3,962-15.4% | $4,709-28.8% | $3,962-15.4% |
| Admin fee / account holder | $59 | $352-83.2% | $7,244-99.2% | $352-83.2% |