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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $741 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $188 |
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 | $37,473 | $74,706-49.8% | $75,714-50.5% | $79,391-52.8% |
| Participation rate | 94.5% | 75.3%+19.2pp | 74.8%+19.7pp | 70.7%+23.8pp |
| Annual return | 12.85% | 18.52%-5.7pp | 104.62%-91.8pp | 116.88%-104.0pp |
| Employer contribution / active EE | $2,215 | $2,590-14.5% | $2,744-19.3% | $2,428-8.8% |
| Participant deferral / active EE | $2,681 | $3,533-24.1% | $3,820-29.8% | $4,046-33.7% |
| Admin fee / account holder | $2 | $374-99.6% | $3,619-100.0% | $627-99.8% |