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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $30,792 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,473 | $65,072+19.1% | $66,439+16.6% | $65,306+18.6% |
| Participation rate | 93.2% | 69.1%+24.2pp | 74.5%+18.7pp | 57.7%+35.6pp |
| Annual return | 10.29% | 21.50%-11.2pp | 757.66%-747.4pp | 21.94%-11.6pp |
| Employer contribution / active EE | $3,334 | $2,475+34.7% | $2,637+26.4% | $1,967+69.5% |
| Participant deferral / active EE | $5,580 | $3,234+72.5% | $3,876+44.0% | $2,959+88.5% |
| Admin fee / account holder | $134 | $1,323-89.9% | $6,173-97.8% | $3,480-96.1% |