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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUA Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $7,622 |
Annual investment return 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 | $24,463 | $52,467-53.4% | $57,196-57.2% | $55,167-55.7% |
| Participation rate | 94.8% | 75.8%+18.9pp | 75.3%+19.5pp | 69.0%+25.8pp |
| Annual return | 0.45% | 7.72%-7.3pp | 14.59%-14.1pp | 169.23%-168.8pp |
| Employer contribution / active EE | $2,382 | $2,477-3.9% | $2,683-11.2% | $1,963+21.4% |
| Participant deferral / active EE | $1,383 | $2,830-51.1% | $3,096-55.3% | $3,054-54.7% |
| Admin fee / account holder | $20 | $269-92.5% | $3,141-99.4% | $504-96.0% |