Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,221 |
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 | $116,211 | $52,467+121.5% | $57,196+103.2% | $55,167+110.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 75.3%+23.3pp | 69.0%+29.6pp |
| Annual return | 5.99% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $2,235 | $2,477-9.8% | $2,683-16.7% | $1,963+13.9% |
| Participant deferral / active EE | $3,358 | $2,830+18.6% | $3,096+8.5% | $3,054+9.9% |
| Admin fee / account holder | $7 | $269-97.4% | $3,141-99.8% | $504-98.6% |