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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $94 |
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 | $51,637 | $52,293-1.3% | $178,503-71.1% | $73,412-29.7% |
| Participation rate | 90.6% | 65.3%+25.2pp | 81.9%+8.6pp | 72.2%+18.4pp |
| Annual return | 19.98% | 34.75%-14.8pp | 151.12%-131.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $2,595 | $1,736+49.5% | $5,011-48.2% | $2,234+16.2% |
| Participant deferral / active EE | $3,938 | $2,333+68.8% | $5,202-24.3% | $3,806+3.5% |
| Admin fee / account holder | $0 | $127-99.9% | $13,987-100.0% | $158-99.9% |