Filed September 24, 2021 (most recent of 2 filings on file)
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 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $36 |
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 | $50,032 | $68,408-26.9% | $57,196-12.5% | $57,661-13.2% |
| Participation rate | 94.7% | 79.1%+15.6pp | 75.3%+19.4pp | 70.2%+24.5pp |
| Annual return | 9.34% | 8.51%+0.8pp | 14.59%-5.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,376 | $2,903+50.7% | $3,096+41.3% | $3,061+43.0% |
| Admin fee / account holder | $0 | $70-99.4% | $3,141-100.0% | $95-99.5% |