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 | $778 |
TIAA6 years Service code 19 · EIN 13-1624203 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,473 | $94,836+52.3% | $75,728+90.8% | $86,828+66.4% |
| Participation rate | 92.4% | 79.1%+13.2pp | 74.8%+17.5pp | 72.3%+20.1pp |
| Annual return | 13.20% | 16.90%-3.7pp | 104.66%-91.5pp | 97.95%-84.7pp |
| Employer contribution / active EE | $0 | $2,908-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $10,415 | $3,632+186.7% | $3,820+172.6% | $4,132+152.0% |
| Admin fee / account holder | $1 | $108-99.3% | $3,620-100.0% | $170-99.6% |