Filed April 1, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $62,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,622 | $84,948-20.4% | $70,449-4.0% | $73,409-7.9% |
| Participation rate | 43.4% | 79.9%-36.5pp | 75.1%-31.6pp | 72.2%-28.8pp |
| Annual return | 15.66% | 13.39%+2.3pp | 109.03%-93.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,027 | $2,834-63.8% | $2,737-62.5% | $2,234-54.0% |
| Participant deferral / active EE | $1,790 | $3,387-47.2% | $3,709-51.7% | $3,805-53.0% |
| Admin fee / account holder | $75 | $98-23.2% | $3,845-98.0% | $158-52.3% |