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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 | $48,337+27.7% | $67,560-8.7% | $80,959-23.8% |
| Participation rate | 83.1% | 66.4%+16.7pp | 72.9%+10.2pp | 67.7%+15.5pp |
| Annual return | 13.51% | 18.26%-4.8pp | 3533.50%-3520.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $1,796 | $2,023-11.2% | $2,737-34.4% | $2,757-34.9% |
| Participant deferral / active EE | $1,627 | $2,928-44.4% | $4,004-59.4% | $4,300-62.2% |
| Admin fee / account holder | $77 | $3,695-97.9% | $3,994-98.1% | $6,925-98.9% |