Filed November 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 27 · EIN 13-1624203 | Advisory (Plan) | $378 |
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 | $59,253 | $45,324+30.7% | $122,342-51.6% | $69,631-14.9% |
| Participation rate | 98.0% | 59.9%+38.1pp | 71.6%+26.4pp | 70.7%+27.3pp |
| Annual return | 15.16% | 25.35%-10.2pp | 30.28%-15.1pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,581 | $1,230+109.9% | $4,051-36.3% | $2,032+27.0% |
| Participant deferral / active EE | $2,812 | $2,367+18.8% | $3,287-14.5% | $3,224-12.8% |
| Admin fee / account holder | $1 | $87-99.3% | $5,478-100.0% | $110-99.4% |