Filed November 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 27 · EIN 13-1624203 | Advisory (Plan) | $1,000 |
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 | $90,482 | $52,450+72.5% | $129,384-30.1% | $74,459+21.5% |
| Participation rate | 98.0% | 53.8%+44.1pp | 69.6%+28.4pp | 67.2%+30.8pp |
| Annual return | 13.30% | 15.65%-2.3pp | 9461.77%-9448.5pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,407 | $1,532+122.4% | $4,153-18.0% | $2,626+29.8% |
| Participant deferral / active EE | $6,284 | $2,797+124.6% | $4,166+50.8% | $4,350+44.5% |
| Admin fee / account holder | $1 | $2,636-100.0% | $7,686-100.0% | $1,945-100.0% |