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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,457 | $39,132+67.3% | $57,196+14.4% | $62,881+4.1% |
| Participation rate | 61.4% | 70.5%-9.1pp | 75.3%-14.0pp | 69.3%-7.9pp |
| Annual return | 3.99% | 9.24%-5.2pp | 14.59%-10.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,913 | $2,374+22.7% | $3,096-5.9% | $3,203-9.0% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |