Filed November 17, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $330 |
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 | $57,913 | $37,134+56.0% | $100,671-42.5% | $52,331+10.7% |
| Participation rate | 79.4% | 57.7%+21.8pp | 70.7%+8.7pp | 68.1%+11.3pp |
| Annual return | 1.17% | 0.10%+1.1pp | 20.43%-19.3pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,989 | $1,187+67.5% | $4,012-50.4% | $1,882+5.7% |
| Participant deferral / active EE | $3,458 | $2,163+59.9% | $3,144+10.0% | $3,022+14.4% |
| Admin fee / account holder | $3 | $467-99.4% | $4,850-99.9% | $592-99.6% |