Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,016 | $91,190-38.6% | $178,490-68.6% | $79,858-29.9% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.7pp | 69.6%+29.0pp |
| Annual return | 12.44% | 24.19%-11.8pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,114 | $3,256-65.8% | $5,011-77.8% | $2,471-54.9% |
| Participant deferral / active EE | $2,088 | $3,236-35.5% | $5,202-59.9% | $3,740-44.2% |
| Admin fee / account holder | $24 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |