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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $971 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $197 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,824 | $69,708-41.4% | $67,560-39.6% | $74,478-45.2% |
| Participation rate | 91.8% | 71.4%+20.4pp | 72.9%+18.9pp | 67.2%+24.6pp |
| Annual return | 11.85% | -40.67%+52.5pp | 3533.50%-3521.7pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $2,460 | $2,715-9.4% | $2,737-10.1% | $2,626-6.3% |
| Participant deferral / active EE | $2,886 | $3,637-20.6% | $4,004-27.9% | $4,350-33.7% |
| Admin fee / account holder | $3 | $887-99.7% | $3,994-99.9% | $1,946-99.8% |