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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $8,027 |
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 | $5,971 | $43,133-86.2% | $89,435-93.3% | $73,497-91.9% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 14.67% | 135.66%-121.0pp | 245.55%-230.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,962 | $1,438+106.0% | $2,587+14.5% | $2,270+30.5% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30 | $444-93.2% | $4,884-99.4% | $513-94.1% |