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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $23,838 |
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 | $70,834 | $65,072+8.9% | $66,439+6.6% | $65,306+8.5% |
| Participation rate | 74.1% | 69.1%+5.0pp | 74.5%-0.4pp | 57.7%+16.4pp |
| Annual return | 11.96% | 21.50%-9.5pp | 757.66%-745.7pp | 21.94%-10.0pp |
| Employer contribution / active EE | $2,969 | $2,475+19.9% | $2,637+12.6% | $1,967+50.9% |
| Participant deferral / active EE | $4,100 | $3,234+26.8% | $3,876+5.8% | $2,959+38.5% |
| Admin fee / account holder | $94 | $1,323-92.9% | $6,173-98.5% | $3,480-97.3% |