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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,281 | $91,762+96.5% | $67,502+167.1% | $77,643+132.2% |
| Participation rate | 93.2% | 75.9%+17.3pp | 72.9%+20.3pp | 70.6%+22.6pp |
| Annual return | 11.31% | 14.87%-3.6pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,838 | $3,181-10.8% | $2,731+3.9% | $2,726+4.1% |
| Participant deferral / active EE | $3,250 | $3,903-16.7% | $4,000-18.7% | $4,647-30.1% |
| Admin fee / account holder | $40 | $176-77.5% | $3,998-99.0% | $430-90.8% |