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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $537 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,507 | $96,123-73.5% | $77,361-67.0% | $198,609-87.2% |
| Participation rate | 0.0% | 81.1%-81.1pp | 75.0%-75.0pp | 82.4%-82.4pp |
| Annual return | 6.03% | 2054.81%-2048.8pp | 1011.54%-1005.5pp | 202.70%-196.7pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $37 | $9,471-99.6% | $5,894-99.4% | $19,030-99.8% |