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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping Fees | $7,913 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,229 | $53,901+8.0% | $134,155-56.6% | $73,493-20.8% |
| Participation rate | 77.9% | 62.8%+15.1pp | 72.2%+5.7pp | 70.7%+7.2pp |
| Annual return | 170.43% | 15.82%+154.6pp | 36.34%+134.1pp | 28.51%+141.9pp |
| Employer contribution / active EE | $1,662 | $1,458+14.0% | $3,705-55.1% | $2,270-26.8% |
| Participant deferral / active EE | $624 | $2,739-77.2% | $3,500-82.2% | $3,740-83.3% |
| Admin fee / account holder | $37 | $581-93.7% | $6,685-99.4% | $513-92.8% |