Filed January 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $15,073 |
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 | $55,551 | $57,976-4.2% | $63,018-11.9% | $62,293-10.8% |
| Participation rate | 93.3% | 75.9%+17.4pp | 74.8%+18.5pp | 69.5%+23.8pp |
| Annual return | 10.27% | 17.54%-7.3pp | 87.62%-77.3pp | 28.90%-18.6pp |
| Employer contribution / active EE | $2,338 | $2,415-3.2% | $2,761-15.3% | $2,042+14.5% |
| Participant deferral / active EE | $3,688 | $2,956+24.8% | $3,330+10.8% | $3,169+16.4% |
| Admin fee / account holder | $72 | $276-73.7% | $3,601-98.0% | $479-84.9% |