Filed December 16, 2024 (most recent of 15 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $737 |
TIAA5 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 | $125,347 | $84,948+47.6% | $70,492+77.8% | $73,415+70.7% |
| Participation rate | 93.6% | 79.9%+13.6pp | 75.1%+18.5pp | 72.2%+21.4pp |
| Annual return | 14.92% | 13.39%+1.5pp | 109.16%-94.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,272 | $3,387+173.7% | $3,711+149.9% | $3,806+143.6% |
| Admin fee / account holder | $2 | $98-97.9% | $3,848-99.9% | $158-98.7% |