Filed January 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 14 · EIN 13-1624203 | Plan Administrator | $35,906 |
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 | $63,524 | $79,151-19.7% | $60,906+4.3% | $64,819-2.0% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.4pp |
| Annual return | -10.83% | -7.12%-3.7pp | 16.94%-27.8pp | 32.84%-43.7pp |
| Employer contribution / active EE | $3,544 | $3,052+16.1% | $2,703+31.1% | $2,507+41.4% |
| Participant deferral / active EE | $2,548 | $3,727-31.6% | $3,814-33.2% | $4,311-40.9% |
| Admin fee / account holder | $28 | $106-73.7% | $3,227-99.1% | $188-85.2% |