Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $31,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,076 | $92,091-45.6% | $63,018-20.5% | $77,958-35.8% |
| Participation rate | 40.6% | 74.5%-33.8pp | 74.8%-34.2pp | 71.6%-31.0pp |
| Annual return | 16.19% | 16.23%0pp | 87.62%-71.4pp | 20.87%-4.7pp |
| Employer contribution / active EE | $1,793 | $3,424-47.6% | $2,761-35.0% | $2,310-22.4% |
| Participant deferral / active EE | $1,385 | $3,361-58.8% | $3,330-58.4% | $3,537-60.8% |
| Admin fee / account holder | $43 | $48-10.3% | $3,601-98.8% | $97-55.8% |