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 | Claims processing; Participant commun... | $89,000 |
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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 | $96,608-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 48.8%-48.8pp | 0.0%0pp |
| Annual return | 4.91% | 10.61%-5.7pp | 5.63%-0.7pp | 10.61%-5.7pp |
| Employer contribution / active EE | $0 | $15,605-100.0% | $24,733-100.0% | $15,605-100.0% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $689-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $16,781-100.0% | - |