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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $4,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,255 | $52,467-32.8% | $57,196-38.4% | $55,167-36.1% |
| Participation rate | 45.2% | 75.8%-30.7pp | 75.3%-30.1pp | 69.0%-23.8pp |
| Annual return | 5.99% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $981 | $2,477-60.4% | $2,683-63.5% | $1,963-50.0% |
| Participant deferral / active EE | $2,201 | $2,830-22.2% | $3,096-28.9% | $3,054-27.9% |
| Admin fee / account holder | $27 | $269-89.8% | $3,141-99.1% | $504-94.6% |