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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 | $69,745-41.5% | $67,511-39.5% | $74,546-45.2% |
| Participation rate | 91.8% | 71.3%+20.5pp | 72.9%+18.9pp | 67.2%+24.6pp |
| Annual return | 11.85% | -40.37%+52.2pp | 3517.41%-3505.6pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $2,460 | $2,705-9.1% | $2,733-10.0% | $2,624-6.3% |
| Participant deferral / active EE | $2,886 | $3,636-20.6% | $4,000-27.9% | $4,347-33.6% |
| Admin fee / account holder | $3 | $894-99.7% | $3,999-99.9% | $1,944-99.8% |