Filed June 26, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 12 · EIN 04-2103542 730 THIRD AVE. · NEW YORK, NY 10017 | Participant communication; Claims pro... | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $110,417-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 58.0%-58.0pp | 11.2%-11.2pp |
| Annual return | 9.55% | 9.01%+0.5pp | 4.13%+5.4pp | 9.01%+0.5pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $15,783-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $1,006-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $15,244-100.0% | $4,785-100.0% |