Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $675 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 13 · EIN 23-1945930 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Contract Administrator | $555 |
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 | $91,419 | $51,769+76.6% | $57,356+59.4% | $52,331+74.7% |
| Participation rate | 91.4% | 75.2%+16.2pp | 75.1%+16.3pp | 68.1%+23.3pp |
| Annual return | 1.43% | 2.43%-1.0pp | 24.41%-23.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $5,496 | $2,335+135.3% | $2,689+104.4% | $1,882+192.1% |
| Participant deferral / active EE | $5,622 | $2,794+101.2% | $3,162+77.8% | $3,022+86.0% |
| Admin fee / account holder | $3 | $295-98.9% | $3,357-99.9% | $592-99.5% |