Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,952 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $80 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,146 | $94,836+85.7% | $75,728+132.6% | $86,828+102.9% |
| Participation rate | 86.3% | 79.1%+7.1pp | 74.8%+11.4pp | 72.3%+14.0pp |
| Annual return | 12.14% | 16.90%-4.8pp | 104.66%-92.5pp | 97.95%-85.8pp |
| Employer contribution / active EE | $11,104 | $2,908+281.9% | $2,743+304.8% | $2,406+361.5% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $2 | $108-98.4% | $3,620-100.0% | $170-99.0% |