Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $2,623 |
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 | $48,051 | $76,000-36.8% | $154,107-68.8% | $64,186-25.1% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -1.47% | 30.32%-31.8pp | 735.12%-736.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,273 | $3,351-32.2% | $5,298-57.1% | $2,381-4.5% |
| Participant deferral / active EE | $1,660 | $3,175-47.7% | $5,081-67.3% | $3,470-52.2% |
| Admin fee / account holder | $25 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |