Filed January 23, 2019
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| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,589 | $65,557-12.2% | $64,056-10.1% | $71,457-19.4% |
| Participation rate | 90.7% | 73.2%+17.6pp | 72.3%+18.4pp | 67.9%+22.8pp |
| Annual return | 9.47% | 18.94%-9.5pp | 33.69%-24.2pp | 28.85%-19.4pp |
| Employer contribution / active EE | $2,557 | $2,669-4.2% | $2,747-6.9% | $2,588-1.2% |
| Participant deferral / active EE | $3,796 | $3,626+4.7% | $3,880-2.2% | $4,289-11.5% |
| Admin fee / account holder | $71 | $616-88.5% | $3,068-97.7% | $1,587-95.5% |