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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $4,519 |
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 | $42,640 | $39,859+7.0% | $78,676-45.8% | $57,658-26.0% |
| Participation rate | 98.4% | 66.1%+32.3pp | 73.6%+24.9pp | 70.2%+28.2pp |
| Annual return | 6.62% | 18.96%-12.3pp | 62.19%-55.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $5,024 | $1,786+181.3% | $2,850+76.3% | $1,974+154.5% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $76-96.8% | $4,510-99.9% | $95-97.4% |