Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $14,894 |
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 | $44,465 | $68,408-35.0% | $57,196-22.3% | $57,658-22.9% |
| Participation rate | 39.6% | 79.1%-39.6pp | 75.3%-35.8pp | 70.2%-30.7pp |
| Annual return | 6.68% | 8.51%-1.8pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,731 | $2,869-39.7% | $2,683-35.5% | $1,974-12.3% |
| Participant deferral / active EE | $1,312 | $2,903-54.8% | $3,096-57.6% | $3,061-57.1% |
| Admin fee / account holder | $22 | $70-68.6% | $3,141-99.3% | $95-76.9% |