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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $505 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,312 | $51,620+86.6% | $90,324+6.6% | $65,186+47.7% |
| Participation rate | 98.3% | 68.6%+29.7pp | 73.3%+25.1pp | 70.2%+28.1pp |
| Annual return | 16.42% | 24.94%-8.5pp | 78.15%-61.7pp | 29.39%-13.0pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,856-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $12 | $384-96.9% | $5,356-99.8% | $847-98.6% |