Filed April 25, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $35,712 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Float revenue; Rec... | $32,786 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 14 · EIN 36-2668272 | Plan Administrator | $8,452 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,987 | $82,411+40.7% | $67,681+71.4% | $89,670+29.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 73.7%+26.3pp | 71.2%+28.8pp |
| Annual return | 10.52% | 13.69%-3.2pp | 590.58%-580.1pp | 19.66%-9.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $2,678-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $3,090-100.0% | $3,976-100.0% | $3,962-100.0% |
| Admin fee / account holder | $17 | $139-87.8% | $6,100-99.7% | $352-95.2% |