Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,413 | $74,706-48.6% | $75,696-49.3% | $79,386-51.6% |
| Participation rate | 93.1% | 75.3%+17.8pp | 74.8%+18.3pp | 70.7%+22.4pp |
| Annual return | 12.14% | 18.52%-6.4pp | 104.53%-92.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $4,059 | $2,590+56.7% | $2,743+48.0% | $2,427+67.2% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |