Filed April 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $23,798 |
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 | $38,925 | $83,884-53.6% | $64,097-39.3% | $74,473-47.7% |
| Participation rate | 96.5% | 76.6%+19.9pp | 72.3%+24.2pp | 70.7%+25.7pp |
| Annual return | 12.98% | 16.57%-3.6pp | 33.75%-20.8pp | 34.36%-21.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,750-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,881-100.0% | $4,530-100.0% |
| Admin fee / account holder | $41 | $196-79.0% | $3,070-98.7% | $347-88.2% |