Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INS AND ANN ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $7,126 |
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 | $35,301 | $89,117-60.4% | $57,196-38.3% | $329,111-89.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.3%+24.7pp | 67.9%+32.1pp |
| Annual return | 8.37% | 7.87%+0.5pp | 14.59%-6.2pp | 16.35%-8.0pp |
| Employer contribution / active EE | $3,956 | $4,034-1.9% | $2,683+47.4% | $2,303+71.7% |
| Participant deferral / active EE | $0 | $3,328-100.0% | $3,096-100.0% | $3,682-100.0% |
| Admin fee / account holder | $0 | $21-98.5% | $3,141-100.0% | $754-100.0% |