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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 | $1,425 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,858 | $60,989-70.7% | $60,919-70.7% | $66,949-73.3% |
| Participation rate | 71.9% | 74.5%-2.6pp | 73.1%-1.2pp | 69.8%+2.1pp |
| Annual return | -9.17% | -9.60%+0.4pp | 16.96%-26.1pp | 1.57%-10.7pp |
| Employer contribution / active EE | $649 | $2,661-75.6% | $2,704-76.0% | $2,545-74.5% |
| Participant deferral / active EE | $1,899 | $3,615-47.5% | $3,814-50.2% | $4,239-55.2% |
| Admin fee / account holder | $8 | $338-97.7% | $3,228-99.8% | $594-98.7% |