| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS ASSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $62,351 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,938 | $53,204+33.3% | $155,556-54.4% | $200,096-64.5% |
| Participation rate | 96.8% | 64.1%+32.7pp | 78.2%+18.6pp | 72.0%+24.8pp |
| Annual return | 12.59% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5,898 | $3,163+86.4% | $5,631+4.7% | $5,090+15.9% |
| Admin fee / account holder | $21 | $186-88.5% | $15,885-99.9% | $269-92.1% |