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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $1,133 |
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 | $55,473 | $55,002+0.9% | $59,887-7.4% | $56,287-1.4% |
| Participation rate | 98.1% | 75.9%+22.1pp | 74.7%+23.4pp | 69.9%+28.2pp |
| Annual return | -4.65% | 1.13%-5.8pp | 3.46%-8.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $3,706 | $2,448+51.4% | $2,722+36.1% | $2,111+75.6% |
| Participant deferral / active EE | $6,482 | $3,121+107.7% | $3,402+90.5% | $3,350+93.5% |
| Admin fee / account holder | $3 | $236-98.6% | $3,591-99.9% | $521-99.3% |