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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 63 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | 12b-1 Fees | $1,425 |
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 | $14,721 | $66,004-77.7% | $81,820-82.0% | $77,714-81.1% |
| Participation rate | 53.4% | 65.8%-12.4pp | 72.4%-19.0pp | 70.6%-17.2pp |
| Annual return | 15.40% | 26.65%-11.3pp | 777.93%-762.5pp | 31.26%-15.9pp |
| Employer contribution / active EE | $728 | $2,375-69.4% | $2,915-75.0% | $2,727-73.3% |
| Participant deferral / active EE | $1,055 | $3,508-69.9% | $4,323-75.6% | $4,649-77.3% |
| Admin fee / account holder | $1 | $527-99.9% | $7,391-100.0% | $433-99.8% |