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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $23,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,032 | $65,322+119.0% | $70,462+103.0% | $73,493+94.6% |
| Participation rate | 63.8% | 77.0%-13.2pp | 75.1%-11.3pp | 70.7%-6.9pp |
| Annual return | 14.50% | 15.71%-1.2pp | 109.08%-94.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $3,080 | $2,460+25.2% | $2,737+12.5% | $2,270+35.7% |
| Participant deferral / active EE | $4,157 | $3,375+23.2% | $3,710+12.1% | $3,740+11.2% |
| Admin fee / account holder | $72 | $214-66.3% | $3,845-98.1% | $513-86.0% |