Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $2,108 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,594 | $105,581-29.3% | $70,492+5.8% | $90,274-17.4% |
| Participation rate | 99.9% | 77.5%+22.4pp | 75.1%+24.8pp | 73.4%+26.5pp |
| Annual return | 19.21% | 14.78%+4.4pp | 109.16%-90.0pp | 53.97%-34.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,336 | $3,813+92.4% | $3,711+97.7% | $4,231+73.4% |
| Admin fee / account holder | $58 | $68-14.4% | $3,848-98.5% | $114-49.3% |