Filed December 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $17,019 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,849 | $64,705+45.0% | $62,929+49.1% | $67,986+38.0% |
| Participation rate | 79.1% | 65.6%+13.5pp | 73.1%+6.0pp | 57.2%+21.9pp |
| Annual return | 13.61% | 20.31%-6.7pp | 1063.93%-1050.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $5,136 | $2,376+116.2% | $2,505+105.1% | $2,019+154.4% |
| Participant deferral / active EE | $3,824 | $3,198+19.6% | $3,888-1.6% | $3,358+13.9% |
| Admin fee / account holder | $172 | $1,428-87.9% | $5,065-96.6% | $3,203-94.6% |