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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $1,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,010 | $76,407-11.0% | $150,298-54.7% | $82,448-17.5% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 9.68% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,157 | $2,614-17.5% | $4,154-48.1% | $2,551-15.5% |
| Participant deferral / active EE | $2,786 | $3,214-13.3% | $5,453-48.9% | $4,139-32.7% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |