Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,367 |
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 | $29,230 | $65,322-55.3% | $70,492-58.5% | $73,501-60.2% |
| Participation rate | 98.1% | 77.0%+21.2pp | 75.1%+23.1pp | 70.7%+27.5pp |
| Annual return | 13.03% | 15.71%-2.7pp | 109.16%-96.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13 | $214-93.8% | $3,848-99.7% | $513-97.4% |