Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $16,694 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $10,718 |
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 | $90,263 | $55,002+64.1% | $59,899+50.7% | $56,289+60.4% |
| Participation rate | 93.7% | 75.9%+17.8pp | 74.7%+19.0pp | 69.9%+23.8pp |
| Annual return | -2.72% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,200 | $2,448+30.7% | $2,723+17.5% | $2,111+51.6% |
| Participant deferral / active EE | $3,200 | $3,121+2.5% | $3,402-5.9% | $3,350-4.5% |
| Admin fee / account holder | $57 | $236-76.0% | $3,592-98.4% | $521-89.2% |