Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $594 |
TIAA2 years Service code 19 · EIN 13-1624203 | 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 | $88,948 | $74,552+19.3% | $63,018+41.1% | $69,634+27.7% |
| Participation rate | 94.7% | 78.3%+16.5pp | 74.8%+19.9pp | 70.7%+24.1pp |
| Annual return | 16.34% | 15.77%+0.6pp | 87.63%-71.3pp | 27572.26%-27555.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $6,633 | $2,974+123.0% | $3,330+99.2% | $3,224+105.7% |
| Admin fee / account holder | $1 | $59-99.0% | $3,601-100.0% | $110-99.4% |