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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $16,116 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,653 | $69,708-15.9% | $67,560-13.2% | $74,478-21.2% |
| Participation rate | 85.4% | 71.4%+13.9pp | 72.9%+12.4pp | 67.2%+18.1pp |
| Annual return | 14.16% | -40.67%+54.8pp | 3533.50%-3519.3pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,053 | $2,715-24.4% | $2,737-25.0% | $2,626-21.8% |
| Participant deferral / active EE | $3,652 | $3,637+0.4% | $4,004-8.8% | $4,350-16.1% |
| Admin fee / account holder | $89 | $887-90.0% | $3,994-97.8% | $1,946-95.4% |