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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 | $2,160 |
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 | $45,831 | $57,330-20.1% | $86,656-47.1% | $75,177-39.0% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.0pp | 67.2%+26.5pp |
| Annual return | 12.39% | 2675.40%-2663.0pp | 593.09%-580.7pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,570 | $3,320+37.6% | $4,439+2.9% | $4,126+10.7% |
| Admin fee / account holder | $21 | $4,115-99.5% | $5,619-99.6% | $5,651-99.6% |