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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $33,313 |
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 | $125,788 | $49,249+155.4% | $70,476+78.5% | $79,852+57.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.26% | 30.09%-17.8pp | 109.12%-96.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $3,947 | $2,100+87.9% | $2,738+44.2% | $2,471+59.7% |
| Participant deferral / active EE | $7,788 | $2,769+181.3% | $3,710+109.9% | $3,740+108.2% |
| Admin fee / account holder | $90 | $2,878-96.9% | $3,847-97.7% | $5,306-98.3% |