Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,487 | $96,018-8.9% | $65,493+33.6% | $85,563+2.2% |
| Participation rate | 60.3% | 74.8%-14.5pp | 73.1%-12.8pp | 66.0%-5.7pp |
| Annual return | 12.84% | 14.51%-1.7pp | 982.45%-969.6pp | 31.51%-18.7pp |
| Employer contribution / active EE | $788 | $3,235-75.6% | $2,574-69.4% | $2,654-70.3% |
| Participant deferral / active EE | $2,337 | $4,055-42.4% | $3,961-41.0% | $4,375-46.6% |
| Admin fee / account holder | $1 | $271-99.6% | $5,028-100.0% | $834-99.9% |