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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,682 | $55,472-8.6% | $155,567-67.4% | $74,546-32.0% |
| Participation rate | 72.6% | 61.9%+10.7pp | 78.2%-5.6pp | 67.2%+5.4pp |
| Annual return | 12.09% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,299 | $2,269-42.7% | $4,674-72.2% | $2,624-50.5% |
| Participant deferral / active EE | $3,095 | $2,838+9.1% | $5,628-45.0% | $4,347-28.8% |
| Admin fee / account holder | $1 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |