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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 | $39,766-59.6% | $66,674-75.9% | $71,012-77.4% |
| Participation rate | 53.4% | 47.7%+5.8pp | 73.7%-20.2pp | 58.6%-5.1pp |
| Annual return | 11.13% | 181.39%-170.3pp | 321.24%-310.1pp | 37.67%-26.5pp |
| Employer contribution / active EE | $721 | $1,503-52.0% | $2,620-72.5% | $2,348-69.3% |
| Participant deferral / active EE | $1,222 | $1,868-34.6% | $4,084-70.1% | $3,246-62.3% |
| Admin fee / account holder | $1 | $1,097-99.9% | $5,098-100.0% | $1,167-99.9% |