Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $657,572 |
TIAA7+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,481 |
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 | $182,932 | $127,246+43.8% | $75,728+141.6% | $101,555+80.1% |
| Participation rate | 99.7% | 76.6%+23.1pp | 74.8%+24.9pp | 74.5%+25.1pp |
| Annual return | 12.17% | 14.35%-2.2pp | 104.66%-92.5pp | 21.00%-8.8pp |
| Employer contribution / active EE | $6,110 | $4,333+41.0% | $2,743+122.7% | $2,972+105.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,820-100.0% | $4,874-100.0% |
| Admin fee / account holder | $43 | $42+2.6% | $3,620-98.8% | $139-69.5% |