Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $32,935 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $1,374 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,938 | $84,948+14.1% | $70,449+37.6% | $73,409+32.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 14.40% | 13.39%+1.0pp | 109.03%-94.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $2,913 | $2,834+2.8% | $2,737+6.4% | $2,234+30.4% |
| Participant deferral / active EE | $4,135 | $3,387+22.1% | $3,709+11.5% | $3,805+8.6% |
| Admin fee / account holder | $32 | $98-67.1% | $3,845-99.2% | $158-79.5% |