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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 65 · EIN 13-1624203 | Account Maintenance | $26,493 |
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 | $91,662 | $65,582+39.8% | $64,101+43.0% | $71,511+28.2% |
| Participation rate | 96.1% | 73.2%+22.9pp | 72.3%+23.8pp | 67.9%+28.1pp |
| Annual return | 17.30% | 18.96%-1.7pp | 33.72%-16.4pp | 28.86%-11.6pp |
| Employer contribution / active EE | $2,816 | $2,671+5.4% | $2,749+2.4% | $2,589+8.8% |
| Participant deferral / active EE | $4,645 | $3,628+28.0% | $3,881+19.7% | $4,291+8.3% |
| Admin fee / account holder | $66 | $616-89.3% | $3,070-97.8% | $1,588-95.8% |