Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $130,886 |
Service code 16 | Consulting | $15,152 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,500 | $53,204+83.3% | $155,556-37.3% | $200,096-51.3% |
| Participation rate | 91.9% | 64.1%+27.8pp | 78.2%+13.7pp | 72.0%+19.9pp |
| Annual return | 13.02% | 41.02%-28.0pp | 64.84%-51.8pp | 34.26%-21.2pp |
| Employer contribution / active EE | $8,112 | $1,850+338.5% | $4,675+73.5% | $3,038+167.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $15,885-100.0% | $269-100.0% |