| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,159 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,978 | $87,173-66.8% | $59,899-51.6% | $75,289-61.5% |
| Participation rate | 99.0% | 74.5%+24.5pp | 74.7%+24.3pp | 72.4%+26.6pp |
| Annual return | -4.48% | -2.14%-2.3pp | 3.46%-7.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,428 | $3,473-1.3% | $2,723+25.9% | $2,405+42.5% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $2 | $75-97.0% | $3,592-99.9% | $102-97.8% |