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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $2,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,565 | $65,582-65.6% | $64,097-64.8% | $71,529-68.5% |
| Participation rate | 79.5% | 73.2%+6.3pp | 72.3%+7.1pp | 67.9%+11.5pp |
| Annual return | 17.67% | 18.96%-1.3pp | 33.75%-16.1pp | 28.97%-11.3pp |
| Employer contribution / active EE | $1,800 | $2,671-32.6% | $2,750-34.6% | $2,590-30.5% |
| Participant deferral / active EE | $2,397 | $3,628-33.9% | $3,881-38.2% | $4,291-44.1% |
| Admin fee / account holder | $12 | $616-98.0% | $3,070-99.6% | $1,588-99.2% |