Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,922 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,427 | $61,356-16.2% | $149,696-65.6% | $71,511-28.1% |
| Participation rate | 98.0% | 62.5%+35.5pp | 78.8%+19.2pp | 67.9%+30.1pp |
| Annual return | 13.02% | 35.86%-22.8pp | 134.46%-121.4pp | 28.86%-15.8pp |
| Employer contribution / active EE | $2,310 | $2,382-3.0% | $4,821-52.1% | $2,589-10.8% |
| Participant deferral / active EE | $2,605 | $2,920-10.8% | $5,682-54.2% | $4,291-39.3% |
| Admin fee / account holder | $68 | $1,263-94.6% | $13,212-99.5% | $1,588-95.7% |