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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNUTIY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,532 | $84,948-71.1% | $70,494-65.2% | $73,412-66.6% |
| Participation rate | 23.6% | 79.9%-56.3pp | 75.1%-51.4pp | 72.2%-48.6pp |
| Annual return | 13.15% | 13.39%-0.2pp | 109.16%-96.0pp | 59.30%-46.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $914 | $3,387-73.0% | $3,711-75.4% | $3,806-76.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |