Filed January 16, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,346 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,062 | $69,774+44.8% | $67,561+49.6% | $74,429+35.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.30% | -40.53%+52.8pp | 3525.44%-3513.1pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,207 | $2,710+18.3% | $2,735+17.3% | $2,625+22.2% |
| Participant deferral / active EE | $4,714 | $3,636+29.6% | $4,003+17.8% | $4,348+8.4% |
| Admin fee / account holder | $63 | $890-92.9% | $4,006-98.4% | $1,944-96.8% |