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 | $91,695+7.4% | $67,575+45.7% | $77,736+26.6% |
| Participation rate | 99.1% | 76.0%+23.1pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 13.71% | 14.88%-1.2pp | 3528.98%-3515.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,827 | $3,189-11.4% | $2,736+3.3% | $2,728+3.6% |
| Participant deferral / active EE | $2,833 | $3,912-27.6% | $4,003-29.2% | $4,651-39.1% |
| Admin fee / account holder | $1 | $245-99.6% | $3,993-100.0% | $433-99.8% |