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 | $9,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $85,082 | $91,710-7.2% | $67,560+25.9% | $77,762+9.4% |
| Participation rate | 18.9% | 76.0%-57.2pp | 72.9%-54.1pp | 70.6%-51.7pp |
| Annual return | 13.66% | 14.88%-1.2pp | 3533.50%-3519.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,079 | $3,911-72.4% | $4,004-73.0% | $4,651-76.8% |
| Admin fee / account holder | $41 | $245-83.5% | $3,994-99.0% | $433-90.6% |