Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 04-2647786 PO BOX 145429 · CINCINNATI, OH 452505429 | Securities Custodian | $585 |
TIAA1 year Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $17 |
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 | $105,283 | $68,408+53.9% | $57,196+84.1% | $57,661+82.6% |
| Participation rate | 94.2% | 79.1%+15.1pp | 75.3%+18.9pp | 70.2%+24.0pp |
| Annual return | 6.69% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.6pp |
| Employer contribution / active EE | $7,688 | $2,869+168.0% | $2,683+186.5% | $1,974+289.5% |
| Participant deferral / active EE | $0 | $2,903-100.0% | $3,096-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $70-99.8% | $3,141-100.0% | $95-99.8% |