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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $732 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $301 |
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 | $35,986 | $83,884-57.1% | $64,097-43.9% | $74,473-51.7% |
| Participation rate | 92.2% | 76.6%+15.6pp | 72.3%+19.9pp | 70.7%+21.4pp |
| Annual return | 15.56% | 16.57%-1.0pp | 33.75%-18.2pp | 34.36%-18.8pp |
| Employer contribution / active EE | $2,399 | $3,084-22.2% | $2,750-12.8% | $2,638-9.1% |
| Participant deferral / active EE | $2,792 | $3,692-24.4% | $3,881-28.1% | $4,530-38.4% |
| Admin fee / account holder | $3 | $196-98.5% | $3,070-99.9% | $347-99.2% |