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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $1,550 |
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 | $27,557 | $57,330-51.9% | $86,656-68.2% | $75,177-63.3% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.2pp | 67.2%+31.7pp |
| Annual return | 11.71% | 2675.40%-2663.7pp | 593.09%-581.4pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,274 | $2,316-45.0% | $3,025-57.9% | $2,671-52.3% |
| Participant deferral / active EE | $598 | $3,320-82.0% | $4,439-86.5% | $4,126-85.5% |
| Admin fee / account holder | $6 | $4,115-99.9% | $5,619-99.9% | $5,651-99.9% |