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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $312,344 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $110,524 | $133,493-17.2% | $64,110+72.4% | $96,393+14.7% |
| Participation rate | 82.7% | 69.3%+13.3pp | 72.3%+10.3pp | 71.3%+11.4pp |
| Annual return | 15.97% | 17.06%-1.1pp | 33.75%-17.8pp | 22.88%-6.9pp |
| Employer contribution / active EE | $3,062 | $6,233-50.9% | $2,751+11.3% | $3,239-5.5% |
| Participant deferral / active EE | $2,841 | $5,097-44.3% | $3,883-26.8% | $5,455-47.9% |
| Admin fee / account holder | $21 | $34-39.8% | $3,071-99.3% | $74-72.0% |