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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,227 | $57,976-13.4% | $63,018-20.3% | $62,293-19.4% |
| Participation rate | 68.3% | 75.9%-7.6pp | 74.8%-6.5pp | 69.5%-1.2pp |
| Annual return | 14.20% | 17.54%-3.3pp | 87.62%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,640 | $2,415-32.1% | $2,761-40.6% | $2,042-19.7% |
| Participant deferral / active EE | $2,406 | $2,956-18.6% | $3,330-27.7% | $3,169-24.1% |
| Admin fee / account holder | $47 | $276-83.1% | $3,601-98.7% | $479-90.3% |