Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,299 |
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 | $180,281 | $91,621+96.8% | $67,511+167.0% | $77,671+132.1% |
| Participation rate | 93.2% | 76.0%+17.2pp | 72.9%+20.3pp | 70.6%+22.6pp |
| Annual return | 11.31% | 14.87%-3.6pp | 3517.41%-3506.1pp | 31.21%-19.9pp |
| Employer contribution / active EE | $2,838 | $3,184-10.8% | $2,733+3.9% | $2,726+4.1% |
| Participant deferral / active EE | $3,250 | $3,906-16.8% | $4,000-18.8% | $4,648-30.1% |
| Admin fee / account holder | $40 | $176-77.6% | $3,999-99.0% | $430-90.8% |