Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $64,848 |
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 | $11,730 | $55,694-78.9% | $81,882-85.7% | $200,096-94.1% |
| Participation rate | 97.0% | 62.7%+34.3pp | 72.4%+24.6pp | 72.0%+25.0pp |
| Annual return | 24.26% | 19.59%+4.7pp | 779.47%-755.2pp | 34.26%-10.0pp |
| Employer contribution / active EE | $0 | $2,114-100.0% | $2,916-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $2,448 | $3,299-25.8% | $4,323-43.4% | $5,090-51.9% |
| Admin fee / account holder | $11 | $348-97.0% | $7,360-99.9% | $269-96.1% |