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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $10,293 |
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 | $5,450 | $37,463-85.5% | $77,100-92.9% | $66,949-91.9% |
| Participation rate | 99.5% | 52.9%+46.6pp | 67.9%+31.6pp | 69.8%+29.7pp |
| Annual return | -17.52% | -3.25%-14.3pp | 42.35%-59.9pp | 1.57%-19.1pp |
| Employer contribution / active EE | $2,448 | $1,535+59.5% | $2,815-13.0% | $2,545-3.8% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $32 | $568-94.3% | $5,443-99.4% | $594-94.6% |