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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $7,634 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,882 | $38,365-89.9% | $84,637-95.4% | $65,186-94.0% |
| Participation rate | 97.9% | 55.7%+42.3pp | 68.2%+29.7pp | 70.2%+27.7pp |
| Annual return | 21.89% | 32.00%-10.1pp | 258.82%-236.9pp | 29.39%-7.5pp |
| Employer contribution / active EE | $2,051 | $1,258+63.0% | $2,653-22.7% | $2,177-5.8% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $22 | $451-95.1% | $4,914-99.5% | $847-97.4% |