Filed April 24, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $94 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,414 | $36,916-71.8% | $156,551-93.3% | $57,658-81.9% |
| Participation rate | 98.3% | 63.4%+34.8pp | 84.0%+14.3pp | 70.2%+28.1pp |
| Annual return | 4.65% | 12.38%-7.7pp | 32.23%-27.6pp | 5.13%-0.5pp |
| Employer contribution / active EE | $1,376 | $1,571-12.4% | $5,501-75.0% | $1,974-30.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-99.9% | $13,028-100.0% | $95-99.9% |