Filed April 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,640 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,605 | $95,542-72.2% | $69,461-61.7% | $67,579-60.6% |
| Participation rate | 98.4% | 79.4%+19.0pp | 74.6%+23.8pp | 71.3%+27.1pp |
| Annual return | 0.00% | 17.67%-17.7pp | 28.97%-29.0pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,536-100.0% | $3,539-100.0% |
| Admin fee / account holder | $5 | $90-93.9% | $3,840-99.9% | $142-96.2% |