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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 45-3943005 | Advisory (Plan) | $43,487 |
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $2,559 |
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1624348 | Contract Administrator | $255 |
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 | $60,319 | $60,795-0.8% | $69,483-13.2% | $65,186-7.5% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 3.53% | 17.46%-13.9pp | 28.99%-25.5pp | 29.39%-25.9pp |
| Employer contribution / active EE | $3,862 | $2,452+57.5% | $2,780+38.9% | $2,177+77.4% |
| Participant deferral / active EE | $6,262 | $3,162+98.0% | $3,537+77.1% | $3,514+78.2% |
| Admin fee / account holder | $112 | $314-64.1% | $3,841-97.1% | $847-86.7% |