Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $537 |
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 | $28,885 | $60,989-52.6% | $60,919-52.6% | $66,954-56.9% |
| Participation rate | 92.4% | 74.5%+17.9pp | 73.1%+19.3pp | 69.8%+22.5pp |
| Annual return | -11.76% | -9.60%-2.2pp | 16.98%-28.7pp | 1.57%-13.3pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $2 | $338-99.3% | $3,226-99.9% | $594-99.6% |