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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $5,973 |
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 | $37,058 | $57,976-36.1% | $63,018-41.2% | $62,293-40.5% |
| Participation rate | 51.0% | 75.9%-25.0pp | 74.8%-23.8pp | 69.5%-18.6pp |
| Annual return | 13.86% | 17.54%-3.7pp | 87.62%-73.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $853 | $2,415-64.7% | $2,761-69.1% | $2,042-58.2% |
| Participant deferral / active EE | $2,035 | $2,956-31.2% | $3,330-38.9% | $3,169-35.8% |
| Admin fee / account holder | $34 | $276-87.6% | $3,601-99.1% | $479-92.9% |