Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INS AND ANN ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $6,220 |
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 | $32,413 | $81,689-60.3% | $57,357-43.5% | $69,651-53.5% |
| Participation rate | 98.9% | 66.0%+32.9pp | 75.1%+23.8pp | 66.6%+32.3pp |
| Annual return | 0.64% | 821.18%-820.5pp | 24.41%-23.8pp | 53.77%-53.1pp |
| Employer contribution / active EE | $3,803 | $3,891-2.3% | $2,689+41.4% | $2,241+69.7% |
| Participant deferral / active EE | $0 | $3,019-100.0% | $3,162-100.0% | $3,635-100.0% |
| Admin fee / account holder | $0 | $27-98.9% | $3,357-100.0% | $63-99.5% |