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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 | $55,472+197.8% | $155,567+6.2% | $74,546+121.6% |
| Participation rate | 86.8% | 61.9%+24.9pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 11.31% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $23,815 | $2,269+949.7% | $4,674+409.5% | $2,624+807.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $68 | $1,743-96.1% | $15,916-99.6% | $1,944-96.5% |