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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $2,550 |
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 | $19,277 | $65,582-70.6% | $64,097-69.9% | $71,529-73.1% |
| Participation rate | 93.4% | 73.2%+20.2pp | 72.3%+21.1pp | 67.9%+25.5pp |
| Annual return | 17.75% | 18.96%-1.2pp | 33.75%-16.0pp | 28.97%-11.2pp |
| Employer contribution / active EE | $3,019 | $2,671+13.0% | $2,750+9.8% | $2,590+16.6% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $616-98.6% | $3,070-99.7% | $1,588-99.4% |