| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $27,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,770 | $105,179-61.2% | $64,110-36.4% | $80,187-49.2% |
| Participation rate | 99.0% | 73.5%+25.5pp | 72.3%+26.7pp | 72.9%+26.1pp |
| Annual return | 16.65% | 20.34%-3.7pp | 33.75%-17.1pp | 40.40%-23.8pp |
| Employer contribution / active EE | $2,884 | $3,311-12.9% | $2,751+4.9% | $2,980-3.2% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $12 | $113-89.4% | $3,071-99.6% | $145-91.7% |