| 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 | $53,204-10.8% | $155,556-69.5% | $200,096-76.3% |
| Participation rate | 99.6% | 64.1%+35.5pp | 78.2%+21.4pp | 72.0%+27.6pp |
| Annual return | 13.45% | 41.02%-27.6pp | 64.84%-51.4pp | 34.26%-20.8pp |
| Employer contribution / active EE | $3,946 | $1,850+113.3% | $4,675-15.6% | $3,038+29.9% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $11 | $186-93.9% | $15,885-99.9% | $269-95.8% |