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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $36,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,119 | $69,774+120.9% | $67,575+128.1% | $74,459+107.0% |
| Participation rate | 62.8% | 71.4%-8.6pp | 72.9%-10.1pp | 67.2%-4.4pp |
| Annual return | 12.30% | -40.53%+52.8pp | 3528.98%-3516.7pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $4,387 | $2,710+61.9% | $2,736+60.4% | $2,626+67.1% |
| Participant deferral / active EE | $5,068 | $3,636+39.4% | $4,003+26.6% | $4,350+16.5% |
| Admin fee / account holder | $104 | $890-88.3% | $3,993-97.4% | $1,945-94.6% |