Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $17,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,779 | $67,166-34.8% | $57,356-23.7% | $55,191-20.7% |
| Participation rate | 39.1% | 77.7%-38.6pp | 75.1%-36.0pp | 69.2%-30.1pp |
| Annual return | 6.31% | 4.22%+2.1pp | 24.41%-18.1pp | 10.78%-4.5pp |
| Employer contribution / active EE | $1,698 | $2,812-39.6% | $2,689-36.9% | $1,899-10.6% |
| Participant deferral / active EE | $1,276 | $2,835-55.0% | $3,162-59.7% | $3,046-58.1% |
| Admin fee / account holder | $29 | $44-34.2% | $3,357-99.1% | $91-68.4% |