Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $4,675 |
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 | $34,942 | $57,976-39.7% | $63,018-44.6% | $62,293-43.9% |
| Participation rate | 96.0% | 75.9%+20.1pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 14.02% | 17.54%-3.5pp | 87.62%-73.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,450 | $2,415+42.9% | $2,761+25.0% | $2,042+68.9% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $15 | $276-94.5% | $3,601-99.6% | $479-96.8% |