Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $881 |
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 | $25,922 | $60,795-57.4% | $69,480-62.7% | $65,188-60.2% |
| Participation rate | 98.4% | 74.9%+23.6pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 14.75% | 17.46%-2.7pp | 28.99%-14.2pp | 29.38%-14.6pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $314-98.9% | $3,840-99.9% | $847-99.6% |