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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $537 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,421-65.3% | $66,439-61.6% | $155,188-83.6% |
| Participation rate | 0.0% | 79.7%-79.7pp | 74.5%-74.5pp | 80.8%-80.8pp |
| Annual return | 6.03% | 1382.37%-1376.3pp | 757.66%-751.6pp | 148.84%-142.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $37 | $8,856-99.6% | $6,173-99.4% | $14,480-99.7% |