Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $1,943 |
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 | $113,197 | $55,002+105.8% | $59,899+89.0% | $56,289+101.1% |
| Participation rate | 99.3% | 75.9%+23.4pp | 74.7%+24.6pp | 69.9%+29.5pp |
| Annual return | -2.29% | 1.13%-3.4pp | 3.46%-5.7pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,416 | $2,448-1.3% | $2,723-11.3% | $2,111+14.4% |
| Participant deferral / active EE | $3,132 | $3,121+0.4% | $3,402-7.9% | $3,350-6.5% |
| Admin fee / account holder | $11 | $236-95.4% | $3,592-99.7% | $521-97.9% |