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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 | $69,774+44.8% | $67,561+49.6% | $74,429+35.8% |
| Participation rate | 94.9% | 71.4%+23.5pp | 72.9%+22.0pp | 67.2%+27.6pp |
| Annual return | 14.81% | -40.53%+55.3pp | 3525.44%-3510.6pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $4,224 | $2,710+55.8% | $2,735+54.4% | $2,625+60.9% |
| Participant deferral / active EE | $7,586 | $3,636+108.6% | $4,003+89.5% | $4,348+74.5% |
| Admin fee / account holder | $103 | $890-88.5% | $4,006-97.4% | $1,944-94.7% |