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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA OF AMERICA Service code 72 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Other fees; Other investment fees and... | $77,668 |
TIAA2 years Filed as: TIAA CREF INVESTMENT MANAGEMENT Service code 52 · EIN 13-3586142 730 THIRD AVENUE · NEW YORK, NY 10017 | Indirect Investment Fees | $0 |
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 | $57,259 | $55,002+4.1% | $59,887-4.4% | $56,287+1.7% |
| Participation rate | 97.2% | 75.9%+21.3pp | 74.7%+22.5pp | 69.9%+27.4pp |
| Annual return | -2.53% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,940 | $2,448-20.8% | $2,722-28.7% | $2,111-8.1% |
| Participant deferral / active EE | $1,441 | $3,121-53.8% | $3,402-57.7% | $3,350-57.0% |
| Admin fee / account holder | $8 | $236-96.4% | $3,591-99.8% | $521-98.4% |