Filed January 10, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,443 | $91,680+7.4% | $67,524+45.8% | $77,692+26.7% |
| Participation rate | 99.1% | 76.0%+23.1pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 13.71% | 14.87%-1.2pp | 3519.41%-3505.7pp | 31.25%-17.5pp |
| Employer contribution / active EE | $2,827 | $3,186-11.3% | $2,734+3.4% | $2,726+3.7% |
| Participant deferral / active EE | $2,833 | $3,909-27.5% | $4,001-29.2% | $4,648-39.1% |
| Admin fee / account holder | $1 | $176-99.4% | $4,001-100.0% | $431-99.8% |