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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $611 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,080 | $34,220+20.0% | $73,836-44.4% | $59,188-30.6% |
| Participation rate | 43.7% | 59.1%-15.4pp | 73.4%-29.8pp | 69.4%-25.7pp |
| Annual return | 1.34% | 3.36%-2.0pp | 2268.06%-2266.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $2,098 | $1,480+41.7% | $2,787-24.7% | $2,0980% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-99.5% | $4,882-100.0% | $92-99.6% |