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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $271,672 |
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 | $97,994 | $95,445+2.7% | $60,919+60.9% | $78,104+25.5% |
| Participation rate | 91.6% | 72.5%+19.1pp | 73.1%+18.5pp | 74.5%+17.1pp |
| Annual return | -13.43% | -12.21%-1.2pp | 16.98%-30.4pp | 10.90%-24.3pp |
| Employer contribution / active EE | $3,494 | $3,900-10.4% | $2,704+29.2% | $3,128+11.7% |
| Participant deferral / active EE | $3,171 | $4,558-30.4% | $3,814-16.9% | $5,089-37.7% |
| Admin fee / account holder | $18 | $46-59.8% | $3,226-99.4% | $79-76.7% |