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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,322 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,824 | $48,314-5.2% | $67,561-32.2% | $80,925-43.4% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.7%+6.7pp |
| Annual return | 15.69% | 18.28%-2.6pp | 3525.44%-3509.8pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,881 | $2,022-7.0% | $2,735-31.2% | $2,756-31.8% |
| Participant deferral / active EE | $2,861 | $2,927-2.2% | $4,003-28.5% | $4,299-33.4% |
| Admin fee / account holder | $119 | $3,690-96.8% | $4,006-97.0% | $6,940-98.3% |