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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,427 | $61,272-16.1% | $149,673-65.6% | $71,457-28.0% |
| Participation rate | 98.0% | 62.5%+35.5pp | 78.8%+19.3pp | 67.9%+30.1pp |
| Annual return | 13.02% | 35.85%-22.8pp | 134.42%-121.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,310 | $2,378-2.9% | $4,818-52.1% | $2,588-10.7% |
| Participant deferral / active EE | $2,605 | $2,917-10.7% | $5,680-54.1% | $4,289-39.3% |
| Admin fee / account holder | $68 | $1,261-94.6% | $13,210-99.5% | $1,587-95.7% |