Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,835 | $52,467-35.5% | $57,196-40.8% | $55,167-38.7% |
| Participation rate | 95.4% | 75.8%+19.6pp | 75.3%+20.1pp | 69.0%+26.4pp |
| Annual return | 5.22% | 7.72%-2.5pp | 14.59%-9.4pp | 169.23%-164.0pp |
| Employer contribution / active EE | $3,210 | $2,477+29.6% | $2,683+19.7% | $1,963+63.6% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |