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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25 |
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 | $86,391 | $72,426+19.3% | $67,560+27.9% | $145,897-40.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.32% | 7226.78%-7215.5pp | 3533.50%-3522.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,931 | $3,074-37.2% | $2,737-29.4% | $4,663-58.6% |
| Participant deferral / active EE | $2,424 | $4,785-49.3% | $4,004-39.5% | $6,689-63.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |