Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $52,106 |
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 | $58,084 | $95,542-39.2% | $69,483-16.4% | $67,582-14.1% |
| Participation rate | 43.8% | 79.4%-35.5pp | 74.6%-30.8pp | 71.3%-27.4pp |
| Annual return | 19.53% | 17.67%+1.9pp | 28.99%-9.5pp | 378.57%-359.0pp |
| Employer contribution / active EE | $2,097 | $2,989-29.8% | $2,780-24.6% | $2,148-2.4% |
| Participant deferral / active EE | $1,783 | $3,263-45.4% | $3,537-49.6% | $3,539-49.6% |
| Admin fee / account holder | $63 | $90-29.7% | $3,841-98.4% | $142-55.6% |