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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 | $69,774-15.9% | $67,561-13.2% | $74,429-21.2% |
| Participation rate | 85.4% | 71.4%+14.0pp | 72.9%+12.5pp | 67.2%+18.2pp |
| Annual return | 14.16% | -40.53%+54.7pp | 3525.44%-3511.3pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $2,053 | $2,710-24.2% | $2,735-24.9% | $2,625-21.8% |
| Participant deferral / active EE | $3,652 | $3,636+0.4% | $4,003-8.8% | $4,348-16.0% |
| Admin fee / account holder | $89 | $890-90.0% | $4,006-97.8% | $1,944-95.4% |