| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS ASSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $60,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,998 | $105,179-53.4% | $64,110-23.6% | $80,187-38.9% |
| Participation rate | 95.8% | 73.5%+22.3pp | 72.3%+23.5pp | 72.9%+22.9pp |
| Annual return | 18.02% | 20.34%-2.3pp | 33.75%-15.7pp | 40.40%-22.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,751-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $4,448 | $4,020+10.6% | $3,883+14.6% | $5,016-11.3% |
| Admin fee / account holder | $20 | $113-82.4% | $3,071-99.4% | $145-86.2% |