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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY OF AME Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $8,451 |
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 | $64,084 | $54,355+17.9% | $82,744-22.6% | $68,486-6.4% |
| Participation rate | 68.7% | 63.9%+4.7pp | 72.6%-3.9pp | 67.9%+0.8pp |
| Annual return | -13.35% | -13.67%+0.3pp | 702.22%-715.6pp | -7.85%-5.5pp |
| Employer contribution / active EE | $885 | $2,219-60.1% | $3,008-70.6% | $2,597-65.9% |
| Participant deferral / active EE | $3,777 | $3,246+16.3% | $4,395-14.1% | $4,028-6.2% |
| Admin fee / account holder | $75 | $4,397-98.3% | $5,325-98.6% | $5,404-98.6% |