Filed October 17, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $21,017 |
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 | $94,219 | $74,552+26.4% | $63,018+49.5% | $69,631+35.3% |
| Participation rate | 99.2% | 78.3%+21.0pp | 74.8%+24.4pp | 70.7%+28.5pp |
| Annual return | 12.59% | 15.77%-3.2pp | 87.62%-75.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,881 | $2,929+32.5% | $2,761+40.6% | $2,032+91.0% |
| Participant deferral / active EE | $2,161 | $2,974-27.3% | $3,330-35.1% | $3,224-33.0% |
| Admin fee / account holder | $21 | $59-64.7% | $3,601-99.4% | $110-81.0% |