Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $60,989-48.3% | $60,919-48.2% | $66,949-52.9% |
| Participation rate | 94.9% | 74.5%+20.4pp | 73.1%+21.8pp | 69.8%+25.1pp |
| Annual return | -13.85% | -9.60%-4.3pp | 16.96%-30.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $3,726 | $2,661+40.0% | $2,704+37.8% | $2,545+46.4% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |