Filed January 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $19,933 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,518 | $60,795-10.3% | $69,455-21.5% | $65,185-16.4% |
| Participation rate | 76.6% | 74.9%+1.8pp | 74.6%+2.0pp | 70.2%+6.4pp |
| Annual return | 2.34% | 17.46%-15.1pp | 28.97%-26.6pp | 29.38%-27.0pp |
| Employer contribution / active EE | $2,379 | $2,452-3.0% | $2,779-14.4% | $2,177+9.3% |
| Participant deferral / active EE | $3,327 | $3,162+5.2% | $3,535-5.9% | $3,514-5.3% |
| Admin fee / account holder | $85 | $314-73.0% | $3,839-97.8% | $847-90.0% |