Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $34,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,474 | $83,884+104.4% | $64,056+167.7% | $74,419+130.4% |
| Participation rate | 93.8% | 76.6%+17.1pp | 72.3%+21.5pp | 70.7%+23.0pp |
| Annual return | 13.77% | 16.57%-2.8pp | 33.69%-19.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,867 | $3,084-7.0% | $2,747+4.4% | $2,637+8.7% |
| Participant deferral / active EE | $3,138 | $3,692-15.0% | $3,880-19.1% | $4,528-30.7% |
| Admin fee / account holder | $35 | $196-82.2% | $3,068-98.9% | $348-90.0% |