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 | $7,072 |
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 | $63,166 | $79,151-20.2% | $60,919+3.7% | $64,824-2.6% |
| Participation rate | 22.1% | 77.7%-55.6pp | 73.1%-51.0pp | 71.5%-49.4pp |
| Annual return | -10.39% | -7.12%-3.3pp | 16.96%-27.4pp | 32.84%-43.2pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,704-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,039 | $3,727-72.1% | $3,814-72.8% | $4,311-75.9% |
| Admin fee / account holder | $28 | $106-73.7% | $3,228-99.1% | $188-85.2% |