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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,075 |
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.
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 | $13,371 | $52,188-74.4% | $86,640-84.6% | $74,460-82.0% |
| Participation rate | 61.0% | 66.3%-5.3pp | 71.7%-10.7pp | 70.7%-9.7pp |
| Annual return | 12.15% | 44.46%-32.3pp | 592.52%-580.4pp | 34.38%-22.2pp |
| Employer contribution / active EE | $817 | $2,282-64.2% | $3,024-73.0% | $2,638-69.0% |
| Participant deferral / active EE | $967 | $3,383-71.4% | $4,438-78.2% | $4,530-78.6% |
| Admin fee / account holder | $1 | $319-99.7% | $5,616-100.0% | $348-99.8% |