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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $8,853 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $185 |
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 | $69,990 | $60,795+15.1% | $69,464+0.8% | $65,185+7.4% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 18.88% | 17.46%+1.4pp | 28.98%-10.1pp | 29.38%-10.5pp |
| Employer contribution / active EE | $2,444 | $2,452-0.3% | $2,779-12.1% | $2,177+12.3% |
| Participant deferral / active EE | $3,032 | $3,162-4.1% | $3,536-14.2% | $3,514-13.7% |
| Admin fee / account holder | $24 | $314-92.2% | $3,840-99.4% | $847-97.1% |