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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $10,224 |
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 | $42,591 | $55,002-22.6% | $59,883-28.9% | $56,287-24.3% |
| Participation rate | 73.2% | 75.9%-2.7pp | 74.7%-1.5pp | 69.9%+3.3pp |
| Annual return | 29.98% | 1.13%+28.8pp | 3.46%+26.5pp | -9.96%+39.9pp |
| Employer contribution / active EE | $2,333 | $2,448-4.7% | $2,722-14.3% | $2,111+10.5% |
| Participant deferral / active EE | $2,540 | $3,121-18.6% | $3,402-25.3% | $3,350-24.2% |
| Admin fee / account holder | $44 | $236-81.5% | $3,591-98.8% | $521-91.6% |