Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $202 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,726 | $65,557-48.6% | $64,056-47.3% | $71,457-52.8% |
| Participation rate | 97.2% | 73.2%+24.1pp | 72.3%+24.9pp | 67.9%+29.3pp |
| Annual return | 15.46% | 18.94%-3.5pp | 33.69%-18.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $616-99.9% | $3,068-100.0% | $1,587-99.9% |