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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,722 | $47,766-73.4% | $82,744-84.6% | $64,819-80.4% |
| Participation rate | 52.0% | 67.7%-15.7pp | 72.6%-20.6pp | 71.5%-19.5pp |
| Annual return | -12.22% | -13.06%+0.8pp | 702.22%-714.4pp | 32.84%-45.1pp |
| Employer contribution / active EE | $708 | $2,182-67.5% | $3,008-76.5% | $2,507-71.8% |
| Participant deferral / active EE | $611 | $3,332-81.7% | $4,395-86.1% | $4,311-85.8% |
| Admin fee / account holder | $1 | $143-99.6% | $5,325-100.0% | $188-99.7% |