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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS/ANNUITY ASSOC Service code 62 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Distribution (12b-1) fees; Other inve... | $970 |
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 | $46,546 | $44,989+3.5% | $170,435-72.7% | $77,958-40.3% |
| Participation rate | 92.3% | 64.6%+27.7pp | 83.6%+8.7pp | 71.6%+20.7pp |
| Annual return | 20.11% | 19.61%+0.5pp | 205.94%-185.8pp | 20.87%-0.8pp |
| Employer contribution / active EE | $3,188 | $1,466+117.4% | $5,432-41.3% | $2,310+38.0% |
| Participant deferral / active EE | $3,937 | $2,208+78.3% | $4,939-20.3% | $3,537+11.3% |
| Admin fee / account holder | $1 | $69-97.9% | $13,881-100.0% | $97-98.5% |