Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,765 | $67,166-6.6% | $57,356+9.4% | $55,191+13.7% |
| Participation rate | 56.1% | 77.7%-21.6pp | 75.1%-19.0pp | 69.2%-13.0pp |
| Annual return | 1.96% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,247 | $2,812-55.7% | $2,689-53.6% | $1,899-34.3% |
| Participant deferral / active EE | $2,016 | $2,835-28.9% | $3,162-36.2% | $3,046-33.8% |
| Admin fee / account holder | $5 | $44-88.0% | $3,357-99.8% | $91-94.3% |