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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $14,133 |
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 | $11,006 | $45,119-75.6% | $85,126-87.1% | $74,429-85.2% |
| Participation rate | 86.1% | 49.4%+36.7pp | 67.5%+18.6pp | 67.2%+18.9pp |
| Annual return | 12.60% | 26.28%-13.7pp | 66.63%-54.0pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,592 | $1,460+77.5% | $2,731-5.1% | $2,625-1.3% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $62 | $2,214-97.2% | $6,160-99.0% | $1,944-96.8% |