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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,468 | $42,917-15.0% | $60,899-40.1% | $68,495-46.8% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -16.18% | -13.99%-2.2pp | 16.92%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $831 | $1,979-58.0% | $2,702-69.3% | $2,596-68.0% |
| Participant deferral / active EE | $1,880 | $2,867-34.4% | $3,817-50.8% | $4,028-53.3% |
| Admin fee / account holder | $90 | $3,102-97.1% | $3,225-97.2% | $5,403-98.3% |