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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $11,169 |
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 | $8,999 | $41,151-78.1% | $80,648-88.8% | $71,529-87.4% |
| Participation rate | 87.0% | 50.2%+36.8pp | 67.0%+20.0pp | 67.9%+19.1pp |
| Annual return | 16.68% | 38.49%-21.8pp | 937.21%-920.5pp | 28.97%-12.3pp |
| Employer contribution / active EE | $2,429 | $1,513+60.5% | $2,724-10.8% | $2,590-6.2% |
| Participant deferral / active EE | $0 | $2,700-100.0% | $4,443-100.0% | $4,291-100.0% |
| Admin fee / account holder | $48 | $1,842-97.4% | $5,382-99.1% | $1,588-97.0% |