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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Filed as: TIAA TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $14,509 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,252 | $65,582-21.9% | $64,099-20.0% | $71,495-28.3% |
| Participation rate | 80.8% | 73.2%+7.6pp | 72.3%+8.5pp | 67.9%+12.9pp |
| Annual return | 17.24% | 18.96%-1.7pp | 33.70%-16.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,825 | $2,671-31.7% | $2,748-33.6% | $2,589-29.5% |
| Participant deferral / active EE | $3,367 | $3,628-7.2% | $3,881-13.2% | $4,291-21.5% |
| Admin fee / account holder | $80 | $616-87.0% | $3,070-97.4% | $1,588-95.0% |