Filed October 17, 2024 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,804 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,706 | $45,035+74.8% | $62,995+24.9% | $70,131+12.2% |
| Participation rate | 88.5% | 69.5%+18.9pp | 74.8%+13.7pp | 69.5%+18.9pp |
| Annual return | 15.46% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $3,760 | $2,051+83.3% | $2,759+36.3% | $2,342+60.5% |
| Participant deferral / active EE | $3,885 | $2,465+57.6% | $3,329+16.7% | $3,332+16.6% |
| Admin fee / account holder | $80 | $2,834-97.2% | $3,600-97.8% | $4,645-98.3% |