Filed April 24, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Recordkeeping | $11,015 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,439 | $47,163-22.7% | $149,696-75.7% | $74,460-51.1% |
| Participation rate | 86.9% | 63.4%+23.5pp | 78.8%+8.2pp | 70.7%+16.2pp |
| Annual return | 16.70% | 22.75%-6.1pp | 134.46%-117.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,047 | $1,907-45.1% | $4,821-78.3% | $2,638-60.3% |
| Participant deferral / active EE | $5,074 | $2,730+85.8% | $5,682-10.7% | $4,530+12.0% |
| Admin fee / account holder | $6 | $343-98.2% | $13,212-100.0% | $348-98.3% |