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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 | $64,705+19.7% | $62,929+23.1% | $67,986+14.0% |
| Participation rate | 93.2% | 65.6%+27.6pp | 73.1%+20.1pp | 57.2%+36.0pp |
| Annual return | 10.29% | 20.31%-10.0pp | 1063.93%-1053.6pp | 31.67%-21.4pp |
| Employer contribution / active EE | $3,334 | $2,376+40.3% | $2,505+33.1% | $2,019+65.2% |
| Participant deferral / active EE | $5,580 | $3,198+74.5% | $3,888+43.5% | $3,358+66.2% |
| Admin fee / account holder | $134 | $1,428-90.6% | $5,065-97.4% | $3,203-95.8% |