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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $40,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,637 | $64,705+80.3% | $62,929+85.3% | $67,986+71.6% |
| Participation rate | 93.8% | 65.6%+28.2pp | 73.1%+20.7pp | 57.2%+36.6pp |
| Annual return | 16.74% | 20.31%-3.6pp | 1063.93%-1047.2pp | 31.67%-14.9pp |
| Employer contribution / active EE | $4,375 | $2,376+84.1% | $2,505+74.7% | $2,019+116.7% |
| Participant deferral / active EE | $8,025 | $3,198+150.9% | $3,888+106.4% | $3,358+139.0% |
| Admin fee / account holder | $111 | $1,428-92.2% | $5,065-97.8% | $3,203-96.5% |