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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,471 | $56,540-62.0% | $185,849-88.4% | $86,821-75.3% |
| Participation rate | 35.5% | 65.5%-30.1pp | 81.7%-46.3pp | 72.3%-36.8pp |
| Annual return | 10.21% | 118.20%-108.0pp | 122.10%-111.9pp | 97.94%-87.7pp |
| Employer contribution / active EE | $1,228 | $1,844-33.4% | $5,169-76.2% | $2,406-49.0% |
| Participant deferral / active EE | $1,216 | $2,555-52.4% | $5,569-78.2% | $4,132-70.6% |
| Admin fee / account holder | $0 | $150-99.9% | $16,244-100.0% | $170-99.9% |