| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,111 | $105,581-62.0% | $70,492-43.1% | $90,274-55.6% |
| Participation rate | 99.3% | 77.5%+21.7pp | 75.1%+24.2pp | 73.4%+25.9pp |
| Annual return | 16.12% | 14.78%+1.3pp | 109.16%-93.0pp | 53.97%-37.9pp |
| Employer contribution / active EE | $3,940 | $3,304+19.3% | $2,738+43.9% | $2,523+56.1% |
| Participant deferral / active EE | $0 | $3,813-100.0% | $3,711-100.0% | $4,231-100.0% |
| Admin fee / account holder | $5 | $68-92.4% | $3,848-99.9% | $114-95.5% |