Filed October 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 37 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Loan Processing | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,874 | $60,989-44.5% | $60,899-44.4% | $66,930-49.4% |
| Participation rate | 90.8% | 74.5%+16.3pp | 73.1%+17.7pp | 69.8%+21.0pp |
| Annual return | -12.47% | -9.60%-2.9pp | 16.92%-29.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,984 | $3,615-45.1% | $3,817-48.0% | $4,238-53.2% |
| Admin fee / account holder | $2 | $338-99.4% | $3,225-99.9% | $593-99.6% |