Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $36,046 | $95,542-62.3% | $69,483-48.1% | $67,582-46.7% |
| Participation rate | 39.4% | 79.4%-40.0pp | 74.6%-35.2pp | 71.3%-31.9pp |
| Annual return | 17.34% | 17.67%-0.3pp | 28.99%-11.6pp | 378.57%-361.2pp |
| Employer contribution / active EE | $1,183 | $2,989-60.4% | $2,780-57.4% | $2,148-44.9% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,537-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $90-96.5% | $3,841-99.9% | $142-97.8% |