Filed November 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 27 · EIN 13-1624203 | Advisory (Plan) | $10,783 |
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 | $52,749 | $38,969+35.4% | $109,313-51.7% | $55,167-4.4% |
| Participation rate | 97.9% | 58.2%+39.7pp | 71.3%+26.6pp | 69.0%+28.9pp |
| Annual return | 6.39% | 8.26%-1.9pp | 22.07%-15.7pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,641 | $1,227+115.3% | $3,892-32.1% | $1,963+34.6% |
| Participant deferral / active EE | $2,742 | $2,176+26.0% | $3,166-13.4% | $3,054-10.2% |
| Admin fee / account holder | $18 | $501-96.4% | $5,666-99.7% | $504-96.4% |