Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,067 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,804 | $57,976-60.7% | $62,995-63.8% | $62,292-63.4% |
| Participation rate | 98.5% | 75.9%+22.5pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 12.62% | 17.54%-4.9pp | 87.57%-74.9pp | 28.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,329-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $276-98.6% | $3,600-99.9% | $479-99.2% |