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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $687 |
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 | $40,940 | $46,732-12.4% | $156,551-73.8% | $55,167-25.8% |
| Participation rate | 90.7% | 65.8%+24.9pp | 84.0%+6.7pp | 69.0%+21.7pp |
| Annual return | 5.68% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,837 | $2,105-12.8% | $5,501-66.6% | $1,963-6.4% |
| Participant deferral / active EE | $2,549 | $2,204+15.7% | $4,871-47.7% | $3,054-16.5% |
| Admin fee / account holder | $3 | $418-99.3% | $13,028-100.0% | $504-99.4% |