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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $31,624 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,407 | $45,079+153.8% | $69,461+64.7% | $72,983+56.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.64% | 22.65%0pp | 28.97%-6.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $3,886 | $2,055+89.1% | $2,779+39.8% | $2,440+59.3% |
| Participant deferral / active EE | $7,377 | $2,603+183.4% | $3,536+108.6% | $3,608+104.5% |
| Admin fee / account holder | $87 | $3,056-97.1% | $3,840-97.7% | $5,124-98.3% |