Filed November 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 27 · EIN 13-1624203 | Advisory (Plan) | $18,363 |
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 | $50,318 | $37,134+35.5% | $100,671-50.0% | $52,331-3.8% |
| Participation rate | 98.2% | 57.7%+40.6pp | 70.7%+27.5pp | 68.1%+30.1pp |
| Annual return | 0.97% | 0.10%+0.9pp | 20.43%-19.5pp | 4.54%-3.6pp |
| Employer contribution / active EE | $2,838 | $1,187+139.1% | $4,012-29.3% | $1,882+50.8% |
| Participant deferral / active EE | $2,946 | $2,163+36.2% | $3,144-6.3% | $3,022-2.5% |
| Admin fee / account holder | $31 | $467-93.3% | $4,850-99.4% | $592-94.7% |