Filed April 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $22,985 |
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 | $42,771 | $69,745-38.7% | $67,511-36.6% | $74,546-42.6% |
| Participation rate | 96.7% | 71.3%+25.4pp | 72.9%+23.8pp | 67.2%+29.5pp |
| Annual return | 11.32% | -40.37%+51.7pp | 3517.41%-3506.1pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $0 | $2,705-100.0% | $2,733-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,347-100.0% |
| Admin fee / account holder | $45 | $894-95.0% | $3,999-98.9% | $1,944-97.7% |