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 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,720 | $63,770-75.3% | $71,209-77.9% | $102,872-84.7% |
| Participation rate | 94.0% | 61.0%+33.0pp | 73.8%+20.2pp | 73.0%+21.0pp |
| Annual return | 11.75% | 16.01%-4.3pp | 282.51%-270.8pp | 19.06%-7.3pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $2,721-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $3,351 | $3,587-6.6% | $4,175-19.7% | $5,535-39.5% |
| Admin fee / account holder | $59 | $220-73.1% | $5,349-98.9% | $292-79.7% |