Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $1,100 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 13 · EIN 23-1945930 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Contract Administrator | $285 |
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 | $98,108 | $52,467+87.0% | $57,196+71.5% | $55,167+77.8% |
| Participation rate | 96.6% | 75.8%+20.8pp | 75.3%+21.3pp | 69.0%+27.6pp |
| Annual return | 6.93% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,841 | $2,477+135.8% | $2,683+117.7% | $1,963+197.6% |
| Participant deferral / active EE | $5,462 | $2,830+93.0% | $3,096+76.4% | $3,054+78.8% |
| Admin fee / account holder | $4 | $269-98.7% | $3,141-99.9% | $504-99.3% |