Filed April 3, 2025 (most recent of 2 filings on file)
Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $918,649 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,750 | $114,884-28.8% | $60,919+34.2% | $89,433-8.6% |
| Participation rate | 96.2% | 70.1%+26.1pp | 73.1%+23.1pp | 71.3%+24.9pp |
| Annual return | -13.18% | -13.42%+0.2pp | 16.98%-30.2pp | -11.88%-1.3pp |
| Employer contribution / active EE | $3,386 | $5,609-39.6% | $2,704+25.2% | $3,021+12.1% |
| Participant deferral / active EE | $4,545 | $4,846-6.2% | $3,814+19.2% | $5,125-11.3% |
| Admin fee / account holder | $0 | $37-100.0% | $3,226-100.0% | $79-100.0% |