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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $9,375 |
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 | $47,426 | $49,249-3.7% | $70,476-32.7% | $79,852-40.6% |
| Participation rate | 61.1% | 69.2%-8.1pp | 75.1%-13.9pp | 69.6%-8.5pp |
| Annual return | 15.45% | 30.09%-14.6pp | 109.12%-93.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $1,869 | $2,100-11.0% | $2,738-31.7% | $2,471-24.3% |
| Participant deferral / active EE | $2,966 | $2,769+7.1% | $3,710-20.1% | $3,740-20.7% |
| Admin fee / account holder | $51 | $2,878-98.2% | $3,847-98.7% | $5,306-99.0% |