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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $8,014 |
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 | $83,464 | $65,322+27.8% | $70,494+18.4% | $73,497+13.6% |
| Participation rate | 55.0% | 77.0%-21.9pp | 75.1%-20.0pp | 70.7%-15.6pp |
| Annual return | 11.16% | 15.71%-4.6pp | 109.16%-98.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $1,669 | $2,460-32.2% | $2,738-39.1% | $2,270-26.5% |
| Participant deferral / active EE | $3,068 | $3,375-9.1% | $3,711-17.3% | $3,740-18.0% |
| Admin fee / account holder | $57 | $214-73.3% | $3,848-98.5% | $513-88.8% |