Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,084+19.0% | $67,681+14.5% | $64,340+20.4% |
| Participation rate | 93.2% | 66.7%+26.5pp | 73.7%+19.5pp | 55.2%+38.0pp |
| Annual return | 10.29% | 20.50%-10.2pp | 590.58%-580.3pp | 24.14%-13.9pp |
| Employer contribution / active EE | $3,334 | $2,398+39.0% | $2,678+24.5% | $1,862+79.1% |
| Participant deferral / active EE | $5,580 | $3,210+73.8% | $3,976+40.3% | $2,980+87.2% |
| Admin fee / account holder | $134 | $1,415-90.5% | $6,100-97.8% | $3,703-96.4% |