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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $3,093 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $145,209 | $69,774+108.1% | $67,575+114.9% | $74,459+95.0% |
| Participation rate | 96.4% | 71.4%+25.0pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 10.56% | -40.53%+51.1pp | 3528.98%-3518.4pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $1,156 | $2,710-57.3% | $2,736-57.7% | $2,626-56.0% |
| Participant deferral / active EE | $6,558 | $3,636+80.3% | $4,003+63.8% | $4,350+50.8% |
| Admin fee / account holder | $5 | $890-99.4% | $3,993-99.9% | $1,945-99.7% |