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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping Fees | $37,406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,170 | $55,470+197.8% | $155,556+6.2% | $74,478+121.8% |
| Participation rate | 86.8% | 61.9%+24.9pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 11.31% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $23,815 | $2,267+950.7% | $4,675+409.4% | $2,626+806.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $68 | $1,744-96.1% | $15,885-99.6% | $1,946-96.5% |