Filed January 23, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $23,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,589 | $65,582-12.2% | $64,101-10.2% | $71,511-19.5% |
| Participation rate | 90.7% | 73.2%+17.5pp | 72.3%+18.4pp | 67.9%+22.8pp |
| Annual return | 9.47% | 18.96%-9.5pp | 33.72%-24.3pp | 28.86%-19.4pp |
| Employer contribution / active EE | $2,557 | $2,671-4.3% | $2,749-7.0% | $2,589-1.3% |
| Participant deferral / active EE | $3,796 | $3,628+4.6% | $3,881-2.2% | $4,291-11.5% |
| Admin fee / account holder | $71 | $616-88.5% | $3,070-97.7% | $1,588-95.5% |