Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $700 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,528 | $52,467-60.9% | $57,196-64.1% | $55,167-62.8% |
| Participation rate | 98.5% | 75.8%+22.7pp | 75.3%+23.2pp | 69.0%+29.5pp |
| Annual return | 4.98% | 7.72%-2.7pp | 14.59%-9.6pp | 169.23%-164.2pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3 | $269-99.1% | $3,141-99.9% | $504-99.5% |