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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $25,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,451 | $53,254-10.9% | $155,574-69.5% | $199,921-76.3% |
| Participation rate | 99.6% | 64.1%+35.5pp | 78.2%+21.4pp | 72.0%+27.6pp |
| Annual return | 13.45% | 41.18%-27.7pp | 64.87%-51.4pp | 34.28%-20.8pp |
| Employer contribution / active EE | $3,946 | $1,848+113.5% | $4,676-15.6% | $3,035+30.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $11 | $186-93.9% | $15,914-99.9% | $269-95.8% |