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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $9,174 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,650 | $60,795+26.1% | $69,483+10.3% | $65,186+17.6% |
| Participation rate | 58.8% | 74.9%-16.0pp | 74.6%-15.8pp | 70.2%-11.4pp |
| Annual return | 16.06% | 17.46%-1.4pp | 28.99%-12.9pp | 29.39%-13.3pp |
| Employer contribution / active EE | $1,645 | $2,452-32.9% | $2,780-40.8% | $2,177-24.4% |
| Participant deferral / active EE | $2,747 | $3,162-13.1% | $3,537-22.3% | $3,514-21.8% |
| Admin fee / account holder | $66 | $314-79.0% | $3,841-98.3% | $847-92.2% |