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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY OF AME Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $9,283 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,967 | $57,305+9.9% | $86,640-27.3% | $75,173-16.2% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 14.74% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $984 | $2,316-57.5% | $3,024-67.4% | $2,671-63.1% |
| Participant deferral / active EE | $3,852 | $3,320+16.0% | $4,438-13.2% | $4,126-6.6% |
| Admin fee / account holder | $68 | $4,116-98.4% | $5,616-98.8% | $5,651-98.8% |