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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $188 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,623 | $98,750-74.1% | $149,696-82.9% | $79,858-67.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 4.26% | 27.43%-23.2pp | 276.60%-272.3pp | 31.71%-27.5pp |
| Employer contribution / active EE | $4,171 | $3,216+29.7% | $4,644-10.2% | $2,471+68.8% |
| Participant deferral / active EE | $11,531 | $5,680+103.0% | $6,842+68.5% | $3,740+208.3% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |