Filed September 9, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $215 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,710 | $55,002+183.1% | $59,883+160.0% | $56,287+176.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 74.7%+17.0pp | 69.9%+21.9pp |
| Annual return | -2.43% | 1.13%-3.6pp | 3.46%-5.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $10 | $236-95.8% | $3,591-99.7% | $521-98.1% |