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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 | $875 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,111 | $74,706-74.4% | $75,731-74.8% | $79,389-75.9% |
| Participation rate | 72.5% | 75.3%-2.8pp | 74.8%-2.3pp | 70.7%+1.8pp |
| Annual return | 12.58% | 18.52%-5.9pp | 104.65%-92.1pp | 116.89%-104.3pp |
| Employer contribution / active EE | $1,605 | $2,590-38.0% | $2,743-41.5% | $2,428-33.9% |
| Participant deferral / active EE | $1,871 | $3,533-47.0% | $3,820-51.0% | $4,046-53.8% |
| Admin fee / account holder | $1 | $374-99.7% | $3,620-100.0% | $626-99.8% |