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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 | $48,284+653.7% | $67,524+439.0% | $80,911+349.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.72% | 18.27%-2.5pp | 3519.41%-3503.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $12,659 | $2,021+526.2% | $2,734+363.1% | $2,756+359.4% |
| Participant deferral / active EE | $10,455 | $2,927+257.2% | $4,001+161.3% | $4,297+143.3% |
| Admin fee / account holder | $180 | $3,688-95.1% | $4,001-95.5% | $6,935-97.4% |