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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 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... | $82,025 |
TIAA3 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 | $64,445 | $60,795+6.0% | $69,464-7.2% | $65,185-1.1% |
| Participation rate | 97.3% | 74.9%+22.4pp | 74.6%+22.7pp | 70.2%+27.1pp |
| Annual return | 15.94% | 17.46%-1.5pp | 28.98%-13.0pp | 29.38%-13.4pp |
| Employer contribution / active EE | $2,135 | $2,452-12.9% | $2,779-23.2% | $2,177-1.9% |
| Participant deferral / active EE | $1,660 | $3,162-47.5% | $3,536-53.1% | $3,514-52.8% |
| Admin fee / account holder | $12 | $314-96.2% | $3,840-99.7% | $847-98.6% |