Filed May 16, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $13,271 |
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 | $44,331 | $55,415-20.0% | $155,509-71.5% | $74,495-40.5% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 9.52% | 268.50%-259.0pp | 64.67%-55.1pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,475 | $2,267+9.2% | $4,672-47.0% | $2,623-5.6% |
| Participant deferral / active EE | $2,290 | $2,836-19.2% | $5,626-59.3% | $4,346-47.3% |
| Admin fee / account holder | $84 | $1,738-95.2% | $15,912-99.5% | $1,942-95.7% |