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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,627 |
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 | $38,644 | $49,249-21.5% | $70,476-45.2% | $79,852-51.6% |
| Participation rate | 82.3% | 69.2%+13.1pp | 75.1%+7.2pp | 69.6%+12.6pp |
| Annual return | 16.50% | 30.09%-13.6pp | 109.12%-92.6pp | 31.72%-15.2pp |
| Employer contribution / active EE | $827 | $2,100-60.6% | $2,738-69.8% | $2,471-66.6% |
| Participant deferral / active EE | $1,848 | $2,769-33.3% | $3,710-50.2% | $3,740-50.6% |
| Admin fee / account holder | $72 | $2,878-97.5% | $3,847-98.1% | $5,306-98.6% |