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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE / ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $7,716 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,085 | $43,344-12.1% | $59,899-36.4% | $64,173-40.7% |
| Participation rate | 71.9% | 69.2%+2.7pp | 74.7%-2.8pp | 69.6%+2.3pp |
| Annual return | -2.78% | -1.55%-1.2pp | 3.46%-6.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,872 | $2,030-7.8% | $2,723-31.3% | $2,381-21.4% |
| Participant deferral / active EE | $1,731 | $2,547-32.0% | $3,402-49.1% | $3,470-50.1% |
| Admin fee / account holder | $61 | $3,008-98.0% | $3,592-98.3% | $4,887-98.8% |