Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,707 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,699 | $95,406-41.6% | $185,849-70.0% | $85,847-35.1% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 12.41% | 23.59%-11.2pp | 122.10%-109.7pp | 318.61%-306.2pp |
| Employer contribution / active EE | $3,520 | $3,314+6.2% | $5,169-31.9% | $2,565+37.2% |
| Participant deferral / active EE | $2,123 | $3,424-38.0% | $5,569-61.9% | $3,952-46.3% |
| Admin fee / account holder | $36 | $7,214-99.5% | $16,244-99.8% | $6,261-99.4% |