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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $571 |
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 | $49,826 | $68,408-27.2% | $57,196-12.9% | $57,658-13.6% |
| Participation rate | 97.1% | 79.1%+18.0pp | 75.3%+21.8pp | 70.2%+26.9pp |
| Annual return | 6.80% | 8.51%-1.7pp | 14.59%-7.8pp | 5.13%+1.7pp |
| Employer contribution / active EE | $2,089 | $2,869-27.2% | $2,683-22.1% | $1,974+5.8% |
| Participant deferral / active EE | $2,702 | $2,903-6.9% | $3,096-12.7% | $3,061-11.7% |
| Admin fee / account holder | $0 | $70-99.5% | $3,141-100.0% | $95-99.6% |