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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 37 · EIN 13-1624203 | Loan Processing | $75 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,030 | $65,582-75.6% | $64,101-75.0% | $71,511-77.6% |
| Participation rate | 98.1% | 73.2%+24.9pp | 72.3%+25.8pp | 67.9%+30.1pp |
| Annual return | 13.10% | 18.96%-5.9pp | 33.72%-20.6pp | 28.86%-15.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,403 | $3,628-6.2% | $3,881-12.3% | $4,291-20.7% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |