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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $17,629 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,858 | $52,961-34.2% | $172,755-79.8% | $65,185-46.5% |
| Participation rate | 89.4% | 66.2%+23.2pp | 82.6%+6.8pp | 70.2%+19.2pp |
| Annual return | 6.30% | 30.12%-23.8pp | 802.94%-796.6pp | 29.38%-23.1pp |
| Employer contribution / active EE | $1,597 | $2,190-27.1% | $5,144-69.0% | $2,177-26.6% |
| Participant deferral / active EE | $905 | $2,471-63.4% | $5,198-82.6% | $3,514-74.2% |
| Admin fee / account holder | $43 | $472-90.8% | $13,955-99.7% | $847-94.9% |