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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $1,025 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,389 | $60,989-71.5% | $60,919-71.5% | $66,949-74.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 73.1%+16.4pp | 69.8%+19.7pp |
| Annual return | -15.00% | -9.60%-5.4pp | 16.96%-32.0pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,510 | $2,661-5.7% | $2,704-7.2% | $2,545-1.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $4 | $338-98.8% | $3,228-99.9% | $594-99.3% |