Filed March 19, 2026
Total covered: 1 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $31,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,411 | $51,736+136.6% | $120,225+1.8% | $67,986+80.1% |
| Participation rate | 98.6% | 46.1%+52.5pp | 69.6%+29.0pp | 57.2%+41.4pp |
| Annual return | 13.71% | 31.98%-18.3pp | 439.23%-425.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $3,820 | $1,071+256.5% | $3,475+9.9% | $2,019+89.2% |
| Participant deferral / active EE | $5,182 | $2,206+134.9% | $3,999+29.6% | $3,358+54.3% |
| Admin fee / account holder | $116 | $4,159-97.2% | $5,696-98.0% | $3,203-96.4% |