Filed December 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 50 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Direct Payment | $14,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,326 | $69,774+25.2% | $67,561+29.3% | $74,429+17.3% |
| Participation rate | 79.2% | 71.4%+7.8pp | 72.9%+6.3pp | 67.2%+12.0pp |
| Annual return | 13.42% | -40.53%+53.9pp | 3525.44%-3512.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $5,398 | $2,710+99.2% | $2,735+97.4% | $2,625+105.6% |
| Participant deferral / active EE | $3,934 | $3,636+8.2% | $4,003-1.7% | $4,348-9.5% |
| Admin fee / account holder | $150 | $890-83.1% | $4,006-96.3% | $1,944-92.3% |