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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $13,994 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,942 | $81,276+96.8% | $155,574+2.8% | $80,925+97.6% |
| Participation rate | 90.6% | 66.2%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 15.01% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,883 | $3,453+360.0% | $5,629+182.2% | $4,299+269.5% |
| Admin fee / account holder | $31 | $7,993-99.6% | $15,914-99.8% | $6,940-99.5% |