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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $25,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,305 | $51,226+52.9% | $82,706-5.3% | $66,930+17.0% |
| Participation rate | 95.3% | 67.9%+27.5pp | 72.6%+22.8pp | 69.8%+25.5pp |
| Annual return | -11.67% | -9.61%-2.1pp | 701.76%-713.4pp | 1.57%-13.2pp |
| Employer contribution / active EE | $4,097 | $2,612+56.8% | $3,007+36.2% | $2,545+61.0% |
| Participant deferral / active EE | $4,297 | $3,460+24.2% | $4,394-2.2% | $4,238+1.4% |
| Admin fee / account holder | $82 | $416-80.2% | $5,329-98.5% | $593-86.1% |