Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,041 |
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 | $47,481 | $52,467-9.5% | $57,196-17.0% | $55,167-13.9% |
| Participation rate | 74.8% | 75.8%-1.1pp | 75.3%-0.5pp | 69.0%+5.8pp |
| Annual return | 1.44% | 7.72%-6.3pp | 14.59%-13.2pp | 169.23%-167.8pp |
| Employer contribution / active EE | $1,345 | $2,477-45.7% | $2,683-49.9% | $1,963-31.5% |
| Participant deferral / active EE | $2,409 | $2,830-14.9% | $3,096-22.2% | $3,054-21.1% |
| Admin fee / account holder | $33 | $269-87.7% | $3,141-98.9% | $504-93.4% |