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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $13,252 |
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 | $56,351 | $57,976-2.8% | $63,018-10.6% | $62,293-9.5% |
| Participation rate | 91.5% | 75.9%+15.6pp | 74.8%+16.7pp | 69.5%+22.0pp |
| Annual return | 10.22% | 17.54%-7.3pp | 87.62%-77.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $2,498 | $2,415+3.4% | $2,761-9.5% | $2,042+22.3% |
| Participant deferral / active EE | $4,400 | $2,956+48.9% | $3,330+32.2% | $3,169+38.8% |
| Admin fee / account holder | $89 | $276-67.7% | $3,601-97.5% | $479-81.4% |