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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Filed as: TIAA-TEACHERS INS & ANN ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $9,657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,708 | $48,277+27.8% | $67,511-8.6% | $80,874-23.7% |
| Participation rate | 83.1% | 66.4%+16.7pp | 72.9%+10.2pp | 67.6%+15.5pp |
| Annual return | 13.51% | 18.27%-4.8pp | 3517.41%-3503.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,796 | $2,021-11.2% | $2,733-34.3% | $2,756-34.8% |
| Participant deferral / active EE | $1,627 | $2,926-44.4% | $4,000-59.3% | $4,297-62.1% |
| Admin fee / account holder | $77 | $3,687-97.9% | $3,999-98.1% | $6,935-98.9% |