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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,487 | $93,351-6.3% | $62,929+39.0% | $79,634+9.9% |
| Participation rate | 60.3% | 74.6%-14.3pp | 73.1%-12.8pp | 62.5%-2.2pp |
| Annual return | 12.84% | 14.37%-1.5pp | 1063.93%-1051.1pp | 36.46%-23.6pp |
| Employer contribution / active EE | $788 | $3,135-74.8% | $2,505-68.5% | $2,529-68.8% |
| Participant deferral / active EE | $2,337 | $3,921-40.4% | $3,888-39.9% | $3,835-39.1% |
| Admin fee / account holder | $1 | $229-99.6% | $5,065-100.0% | $1,002-99.9% |