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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Other Fees | $1,052 |
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 | $71,633 | $60,795+17.8% | $69,464+3.1% | $65,185+9.9% |
| Participation rate | 98.0% | 74.9%+23.1pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 20.02% | 17.46%+2.6pp | 28.98%-9.0pp | 29.38%-9.4pp |
| Employer contribution / active EE | $4,090 | $2,452+66.8% | $2,779+47.2% | $2,177+87.9% |
| Participant deferral / active EE | $7,240 | $3,162+129.0% | $3,536+104.7% | $3,514+106.0% |
| Admin fee / account holder | $3 | $314-99.0% | $3,840-99.9% | $847-99.6% |