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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 | $81,358+96.6% | $155,556+2.8% | $80,959+97.6% |
| Participation rate | 90.6% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 15.01% | 33.39%-18.4pp | 64.84%-49.8pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,883 | $3,455+359.7% | $5,631+182.1% | $4,300+269.3% |
| Admin fee / account holder | $31 | $7,994-99.6% | $15,885-99.8% | $6,925-99.5% |