Filed January 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $32,683 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,290 | $67,984-2.5% | $65,493+1.2% | $74,304-10.8% |
| Participation rate | 97.4% | 66.3%+31.1pp | 73.1%+24.3pp | 60.3%+37.1pp |
| Annual return | 10.44% | 19.87%-9.4pp | 982.45%-972.0pp | 29.43%-19.0pp |
| Employer contribution / active EE | $2,654 | $2,491+6.5% | $2,574+3.1% | $2,241+18.4% |
| Participant deferral / active EE | $4,207 | $3,346+25.7% | $3,961+6.2% | $3,767+11.7% |
| Admin fee / account holder | $103 | $1,373-92.5% | $5,028-98.0% | $2,969-96.5% |