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 | $91,710+96.6% | $67,560+166.8% | $77,762+131.8% |
| Participation rate | 93.2% | 76.0%+17.1pp | 72.9%+20.2pp | 70.6%+22.6pp |
| Annual return | 11.31% | 14.88%-3.6pp | 3533.50%-3522.2pp | 31.27%-20.0pp |
| Employer contribution / active EE | $2,838 | $3,187-10.9% | $2,737+3.7% | $2,728+4.0% |
| Participant deferral / active EE | $3,250 | $3,911-16.9% | $4,004-18.8% | $4,651-30.1% |
| Admin fee / account holder | $40 | $245-83.9% | $3,994-99.0% | $433-90.9% |