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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 | $65,084+8.8% | $67,681+4.7% | $64,340+10.1% |
| Participation rate | 74.1% | 66.7%+7.4pp | 73.7%+0.4pp | 55.2%+18.9pp |
| Annual return | 11.96% | 20.50%-8.5pp | 590.58%-578.6pp | 24.14%-12.2pp |
| Employer contribution / active EE | $2,969 | $2,398+23.8% | $2,678+10.8% | $1,862+59.5% |
| Participant deferral / active EE | $4,100 | $3,210+27.7% | $3,976+3.1% | $2,980+37.6% |
| Admin fee / account holder | $94 | $1,415-93.4% | $6,100-98.5% | $3,703-97.5% |