Filed August 19, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,868 |
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 | $42,334 | $67,984-37.7% | $65,493-35.4% | $74,304-43.0% |
| Participation rate | 96.7% | 66.3%+30.3pp | 73.1%+23.6pp | 60.3%+36.3pp |
| Annual return | 12.86% | 19.87%-7.0pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $3,346-100.0% | $3,961-100.0% | $3,767-100.0% |
| Admin fee / account holder | $9 | $1,373-99.3% | $5,028-99.8% | $2,969-99.7% |