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 | $69,708+25.3% | $67,560+29.3% | $74,478+17.3% |
| Participation rate | 79.2% | 71.4%+7.8pp | 72.9%+6.3pp | 67.2%+12.0pp |
| Annual return | 13.42% | -40.67%+54.1pp | 3533.50%-3520.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $5,398 | $2,715+98.8% | $2,737+97.2% | $2,626+105.5% |
| Participant deferral / active EE | $3,934 | $3,637+8.2% | $4,004-1.7% | $4,350-9.6% |
| Admin fee / account holder | $150 | $887-83.1% | $3,994-96.2% | $1,946-92.3% |