Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,459 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,297 | $85,202-36.3% | $172,739-68.6% | $72,985-25.6% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+16.0pp | 69.5%+29.1pp |
| Annual return | 15.55% | 27.32%-11.8pp | 802.84%-787.3pp | 81.00%-65.4pp |
| Employer contribution / active EE | $2,006 | $3,324-39.7% | $5,143-61.0% | $2,440-17.8% |
| Participant deferral / active EE | $2,064 | $3,260-36.7% | $5,198-60.3% | $3,607-42.8% |
| Admin fee / account holder | $13 | $5,884-99.8% | $13,954-99.9% | $5,124-99.7% |