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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $11,226 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,931 | $48,314+653.3% | $67,561+438.7% | $80,925+349.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 15.72% | 18.28%-2.6pp | 3525.44%-3509.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $12,659 | $2,022+526.1% | $2,735+362.9% | $2,756+359.3% |
| Participant deferral / active EE | $10,455 | $2,927+257.2% | $4,003+161.2% | $4,299+143.2% |
| Admin fee / account holder | $180 | $3,690-95.1% | $4,006-95.5% | $6,940-97.4% |