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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $275 |
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 | $117,360 | $63,768+84.0% | $98,506+19.1% | $79,389+47.8% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.1pp | 70.7%+25.7pp |
| Annual return | 13.07% | 626.18%-613.1pp | 1494.92%-1481.9pp | 116.89%-103.8pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $516-97.5% | $5,955-99.8% | $626-97.9% |