Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,011 |
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 | $37,324 | $69,771-46.5% | $67,524-44.7% | $74,400-49.8% |
| Participation rate | 96.9% | 71.4%+25.6pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 13.18% | -40.49%+53.7pp | 3519.41%-3506.2pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,734-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,638-100.0% | $4,001-100.0% | $4,348-100.0% |
| Admin fee / account holder | $14 | $889-98.4% | $4,001-99.6% | $1,944-99.3% |