Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 19 · EIN 13-1624203 | Securities Custodian | $37,528 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $13,004 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,428 | $79,151+58.5% | $60,919+105.9% | $64,829+93.5% |
| Participation rate | 90.9% | 77.7%+13.2pp | 73.1%+17.8pp | 71.5%+19.4pp |
| Annual return | -13.45% | -7.12%-6.3pp | 16.98%-30.4pp | 32.85%-46.3pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $11,480 | $3,727+208.0% | $3,814+201.0% | $4,312+166.3% |
| Admin fee / account holder | $71 | $106-33.3% | $3,226-97.8% | $188-62.5% |