Filed October 18, 2022 (most recent of 19 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 12 · EIN 13-1624203 | Participant communication; Claims pro... | $89,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.7%-52.7pp | 0.0%0pp |
| Annual return | 4.91% | 10.20%-5.3pp | 4.76%+0.2pp | 10.20%-5.3pp |
| Employer contribution / active EE | $0 | $15,145-100.0% | $19,766-100.0% | $15,145-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $761-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |