Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,011 |
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 | $37,324 | $69,763-46.5% | $67,502-44.7% | $74,495-49.9% |
| Participation rate | 96.9% | 71.4%+25.6pp | 72.9%+24.1pp | 67.2%+29.7pp |
| Annual return | 13.18% | -40.34%+53.5pp | 3512.12%-3498.9pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $14 | $896-98.4% | $3,998-99.6% | $1,942-99.3% |