Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INS AND ANN ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $2,913 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,283 | $111,945-69.4% | $63,018-45.6% | $80,976-57.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 74.8%+25.2pp | 68.3%+31.7pp |
| Annual return | 17.45% | 17.10%+0.3pp | 87.63%-70.2pp | 22.91%-5.5pp |
| Employer contribution / active EE | $4,056 | $4,590-11.6% | $2,761+46.9% | $2,402+68.8% |
| Participant deferral / active EE | $0 | $3,579-100.0% | $3,330-100.0% | $3,848-100.0% |
| Admin fee / account holder | $0 | $24-99.6% | $3,601-100.0% | $67-99.9% |