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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping | $3,450 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,946 | $69,774-44.2% | $67,575-42.4% | $74,459-47.7% |
| Participation rate | 99.2% | 71.4%+27.9pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 11.60% | -40.53%+52.1pp | 3528.98%-3517.4pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $3,398 | $2,710+25.4% | $2,736+24.2% | $2,626+29.4% |
| Participant deferral / active EE | $4,476 | $3,636+23.1% | $4,003+11.8% | $4,350+2.9% |
| Admin fee / account holder | $3 | $890-99.7% | $3,993-99.9% | $1,945-99.9% |