Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,426 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,432 | $73,867-37.1% | $143,757-67.7% | $68,494-32.2% |
| Participation rate | 96.7% | 66.7%+30.1pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -6.75% | 1.01%-7.8pp | -0.04%-6.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $2,409 | $3,184-24.3% | $4,951-51.3% | $2,596-7.2% |
| Participant deferral / active EE | $2,348 | $3,384-30.6% | $5,637-58.3% | $4,027-41.7% |
| Admin fee / account holder | $54 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |