Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,757 | $84,948-61.4% | $70,494-53.5% | $73,412-55.4% |
| Participation rate | 37.2% | 79.9%-42.8pp | 75.1%-37.9pp | 72.2%-35.0pp |
| Annual return | 13.90% | 13.39%+0.5pp | 109.16%-95.3pp | 59.30%-45.4pp |
| Employer contribution / active EE | $1,284 | $2,834-54.7% | $2,738-53.1% | $2,234-42.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $3,848-100.0% | $158-100.0% |