Filed August 19, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $638,198 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $4,571 |
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 | $214,889 | $133,493+61.0% | $64,110+235.2% | $96,393+122.9% |
| Participation rate | 94.8% | 69.3%+25.5pp | 72.3%+22.5pp | 71.3%+23.5pp |
| Annual return | 16.06% | 17.06%-1.0pp | 33.75%-17.7pp | 22.88%-6.8pp |
| Employer contribution / active EE | $9,299 | $6,233+49.2% | $2,751+238.1% | $3,239+187.1% |
| Participant deferral / active EE | $8,884 | $5,097+74.3% | $3,883+128.8% | $5,455+62.9% |
| Admin fee / account holder | $28 | $34-17.5% | $3,071-99.1% | $74-61.7% |