Filed October 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCEVILLE, KS 66046 | Investment Management | $14,577 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,758 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,885 | $69,708-51.4% | $67,560-49.8% | $74,478-54.5% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 13.39% | -40.67%+54.1pp | 3533.50%-3520.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $423 | $2,715-84.4% | $2,737-84.5% | $2,626-83.9% |
| Participant deferral / active EE | $2,614 | $3,637-28.1% | $4,004-34.7% | $4,350-39.9% |
| Admin fee / account holder | $87 | $887-90.2% | $3,994-97.8% | $1,946-95.5% |