Filed November 3, 2021
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $555 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,225 | $65,582-49.3% | $64,097-48.2% | $71,529-53.6% |
| Participation rate | 95.9% | 73.2%+22.7pp | 72.3%+23.5pp | 67.9%+27.9pp |
| Annual return | 16.13% | 18.96%-2.8pp | 33.75%-17.6pp | 28.97%-12.8pp |
| Employer contribution / active EE | $3,957 | $2,671+48.2% | $2,750+43.9% | $2,590+52.8% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $616-99.8% | $3,070-100.0% | $1,588-99.9% |