Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,806 | $74,706-56.1% | $75,728-56.7% | $79,395-58.7% |
| Participation rate | 93.5% | 75.3%+18.2pp | 74.8%+18.7pp | 70.7%+22.8pp |
| Annual return | 12.23% | 18.52%-6.3pp | 104.66%-92.4pp | 116.90%-104.7pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $374-98.3% | $3,620-99.8% | $626-99.0% |