| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $3,445 |
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 | $35,256 | $204,517-82.8% | $69,480-49.3% | $77,775-54.7% |
| Participation rate | 98.4% | 74.6%+23.8pp | 74.6%+23.8pp | 73.2%+25.2pp |
| Annual return | 19.09% | 22.10%-3.0pp | 28.99%-9.9pp | 32.58%-13.5pp |
| Employer contribution / active EE | $3,584 | $3,548+1.0% | $2,780+28.9% | $2,504+43.1% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $2 | $101-98.1% | $3,840-100.0% | $100-98.1% |