Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $43,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,393 | $121,004-22.8% | $69,480+34.4% | $89,609+4.2% |
| Participation rate | 98.6% | 66.9%+31.7pp | 74.6%+24.0pp | 69.6%+29.0pp |
| Annual return | 20.45% | 20.21%+0.2pp | 28.99%-8.5pp | 33.65%-13.2pp |
| Employer contribution / active EE | $3,351 | $5,335-37.2% | $2,780+20.5% | $2,584+29.7% |
| Participant deferral / active EE | $4,263 | $4,335-1.7% | $3,537+20.5% | $4,222+1.0% |
| Admin fee / account holder | $91 | $32+187.0% | $3,840-97.6% | $72+27.6% |