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 | $650 |
TIAA3 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 | $86,456 | $70,083+23.4% | $59,899+44.3% | $55,727+55.1% |
| Participation rate | 94.0% | 78.4%+15.7pp | 74.7%+19.3pp | 70.9%+23.2pp |
| Annual return | -3.64% | 3.13%-6.8pp | 3.46%-7.1pp | 244.94%-248.6pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $7,088 | $3,079+130.2% | $3,403+108.3% | $3,356+111.2% |
| Admin fee / account holder | $1 | $70-99.1% | $3,592-100.0% | $115-99.5% |