Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $3,137 |
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 | $66,275 | $68,408-3.1% | $57,196+15.9% | $57,658+14.9% |
| Participation rate | 46.2% | 79.1%-32.9pp | 75.3%-29.1pp | 70.2%-24.0pp |
| Annual return | 6.26% | 8.51%-2.3pp | 14.59%-8.3pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,022 | $2,869-64.4% | $2,683-61.9% | $1,974-48.2% |
| Participant deferral / active EE | $1,680 | $2,903-42.1% | $3,096-45.7% | $3,061-45.1% |
| Admin fee / account holder | $8 | $70-87.8% | $3,141-99.7% | $95-91.0% |