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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,075 | $51,878-69.0% | $68,368-76.5% | $79,634-79.8% |
| Participation rate | 53.4% | 53.7%-0.3pp | 73.8%-20.3pp | 62.5%-9.1pp |
| Annual return | 11.13% | 137.43%-126.3pp | 292.57%-281.4pp | 36.46%-25.3pp |
| Employer contribution / active EE | $721 | $1,931-62.7% | $2,649-72.8% | $2,529-71.5% |
| Participant deferral / active EE | $1,222 | $2,577-52.6% | $4,123-70.3% | $3,835-68.1% |
| Admin fee / account holder | $1 | $942-99.9% | $5,150-100.0% | $1,002-99.9% |