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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,075 | $49,796-67.7% | $136,867-88.3% | $69,255-76.8% |
| Participation rate | 53.4% | 62.1%-8.6pp | 74.5%-21.1pp | 69.0%-15.6pp |
| Annual return | 11.13% | 12.45%-1.3pp | 42.97%-31.8pp | 26.73%-15.6pp |
| Employer contribution / active EE | $721 | $2,044-64.7% | $3,547-79.7% | $2,645-72.7% |
| Participant deferral / active EE | $1,222 | $2,062-40.7% | $4,924-75.2% | $2,890-57.7% |
| Admin fee / account holder | $1 | $484-99.9% | $10,340-100.0% | $733-99.9% |