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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,075 | $44,206-63.6% | $94,057-82.9% | $64,728-75.2% |
| Participation rate | 53.4% | 51.0%+2.4pp | 73.3%-19.9pp | 57.9%-4.5pp |
| Annual return | 11.13% | 259.42%-248.3pp | 480.62%-469.5pp | 49.38%-38.3pp |
| Employer contribution / active EE | $721 | $1,635-55.9% | $2,933-75.4% | $2,243-67.9% |
| Participant deferral / active EE | $1,222 | $1,902-35.7% | $4,709-74.0% | $2,729-55.2% |
| Admin fee / account holder | $1 | $1,230-100.0% | $7,244-100.0% | $1,145-99.9% |