Filed November 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $193 |
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 | $112,894 | $68,408+65.0% | $57,179+97.4% | $57,658+95.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 7.57% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,562 | $2,869+59.0% | $2,682+70.1% | $1,974+131.1% |
| Participant deferral / active EE | $4,419 | $2,903+52.2% | $3,096+42.7% | $3,061+44.4% |
| Admin fee / account holder | $15 | $70-78.3% | $3,139-99.5% | $95-84.0% |