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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $4,963 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $160 |
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 | $58,761 | $55,002+6.8% | $59,899-1.9% | $56,289+4.4% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.7%+23.2pp | 69.9%+28.1pp |
| Annual return | -4.00% | 1.13%-5.1pp | 3.46%-7.5pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,496 | $2,448+2.0% | $2,723-8.3% | $2,111+18.2% |
| Participant deferral / active EE | $3,290 | $3,121+5.4% | $3,402-3.3% | $3,350-1.8% |
| Admin fee / account holder | $14 | $236-93.9% | $3,592-99.6% | $521-97.3% |