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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $592 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,125 | $54,237+45.9% | $90,281-12.4% | $67,579+17.1% |
| Participation rate | 99.7% | 68.6%+31.1pp | 73.3%+26.4pp | 71.3%+28.4pp |
| Annual return | 15.70% | 37.27%-21.6pp | 78.10%-62.4pp | 378.56%-362.9pp |
| Employer contribution / active EE | $5,122 | $1,846+177.5% | $2,854+79.5% | $2,148+138.5% |
| Participant deferral / active EE | $3,124 | $2,625+19.0% | $3,885-19.6% | $3,539-11.7% |
| Admin fee / account holder | $0 | $123-99.6% | $5,351-100.0% | $142-99.7% |