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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $37,381 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,058 | $69,708+45.0% | $67,560+49.6% | $74,478+35.7% |
| Participation rate | 94.9% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 14.81% | -40.67%+55.5pp | 3533.50%-3518.7pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $4,224 | $2,715+55.6% | $2,737+54.3% | $2,626+60.8% |
| Participant deferral / active EE | $7,586 | $3,637+108.6% | $4,004+89.5% | $4,350+74.4% |
| Admin fee / account holder | $103 | $887-88.4% | $3,994-97.4% | $1,946-94.7% |