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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $425 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $222 |
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 | $31,857 | $79,151-59.8% | $60,919-47.7% | $64,824-50.9% |
| Participation rate | 92.2% | 77.7%+14.5pp | 73.1%+19.1pp | 71.5%+20.7pp |
| Annual return | -13.41% | -7.12%-6.3pp | 16.96%-30.4pp | 32.84%-46.3pp |
| Employer contribution / active EE | $2,307 | $3,052-24.4% | $2,704-14.7% | $2,507-8.0% |
| Participant deferral / active EE | $2,784 | $3,727-25.3% | $3,814-27.0% | $4,311-35.4% |
| Admin fee / account holder | $1 | $106-99.2% | $3,228-100.0% | $188-99.6% |