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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $18,644 |
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 | $92,387 | $74,706+23.7% | $75,717+22.0% | $79,393+16.4% |
| Participation rate | 97.0% | 75.3%+21.6pp | 74.8%+22.1pp | 70.7%+26.3pp |
| Annual return | 14.59% | 18.52%-3.9pp | 104.58%-90.0pp | 116.87%-102.3pp |
| Employer contribution / active EE | $2,735 | $2,590+5.6% | $2,743-0.3% | $2,428+12.6% |
| Participant deferral / active EE | $4,010 | $3,533+13.5% | $3,821+4.9% | $4,046-0.9% |
| Admin fee / account holder | $59 | $374-84.3% | $3,619-98.4% | $627-90.6% |