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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA- TEACHERS INSURANCE & ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $2,816 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,215 | $51,769+54.9% | $57,356+39.9% | $52,331+53.3% |
| Participation rate | 99.4% | 75.2%+24.2pp | 75.1%+24.3pp | 68.1%+31.3pp |
| Annual return | 6.14% | 2.43%+3.7pp | 24.41%-18.3pp | 4.54%+1.6pp |
| Employer contribution / active EE | $3,347 | $2,335+43.3% | $2,689+24.5% | $1,882+77.8% |
| Participant deferral / active EE | $4,945 | $2,794+77.0% | $3,162+56.4% | $3,022+63.6% |
| Admin fee / account holder | $12 | $295-95.9% | $3,357-99.6% | $592-97.9% |