Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 PO BOX 145429 · CINCINNATI, OH 452505429 | Recordkeeping Fees | $25 |
TIAA2 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $0 |
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 | $119,614 | $74,552+60.4% | $63,018+89.8% | $69,634+71.8% |
| Participation rate | 93.6% | 78.3%+15.4pp | 74.8%+18.8pp | 70.7%+22.9pp |
| Annual return | 14.43% | 15.77%-1.3pp | 87.63%-73.2pp | 27572.26%-27557.8pp |
| Employer contribution / active EE | $7,792 | $2,929+166.0% | $2,761+182.2% | $2,032+283.4% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |