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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $241 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,231 | $63,768-55.7% | $98,506-71.3% | $79,389-64.4% |
| Participation rate | 97.1% | 69.9%+27.2pp | 73.3%+23.7pp | 70.7%+26.4pp |
| Annual return | 11.03% | 626.18%-615.1pp | 1494.92%-1483.9pp | 116.89%-105.9pp |
| Employer contribution / active EE | $1,490 | $2,558-41.7% | $2,961-49.7% | $2,428-38.6% |
| Participant deferral / active EE | $461 | $3,305-86.0% | $4,277-89.2% | $4,046-88.6% |
| Admin fee / account holder | $1 | $516-99.8% | $5,955-100.0% | $626-99.9% |