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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $425 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,024 | $61,338-13.6% | $149,717-64.6% | $71,495-25.8% |
| Participation rate | 70.4% | 62.5%+7.9pp | 78.8%-8.4pp | 67.9%+2.5pp |
| Annual return | 16.87% | 35.86%-19.0pp | 134.41%-117.5pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,286 | $2,381-46.0% | $4,820-73.3% | $2,589-50.3% |
| Participant deferral / active EE | $3,262 | $2,919+11.8% | $5,682-42.6% | $4,291-24.0% |
| Admin fee / account holder | $1 | $1,263-100.0% | $13,213-100.0% | $1,588-100.0% |