Filed January 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $47,212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,258 | $91,621-19.0% | $67,511+10.0% | $77,671-4.4% |
| Participation rate | 97.5% | 76.0%+21.6pp | 72.9%+24.7pp | 70.6%+27.0pp |
| Annual return | 10.57% | 14.87%-4.3pp | 3517.41%-3506.8pp | 31.21%-20.6pp |
| Employer contribution / active EE | $3,577 | $3,184+12.4% | $2,733+30.9% | $2,726+31.2% |
| Participant deferral / active EE | $2,648 | $3,906-32.2% | $4,000-33.8% | $4,648-43.0% |
| Admin fee / account holder | $34 | $176-80.5% | $3,999-99.1% | $430-92.0% |