Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $4,225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,477 | $120,057-32.1% | $75,696+7.6% | $93,030-12.4% |
| Participation rate | 95.8% | 77.3%+18.5pp | 74.8%+21.0pp | 73.9%+21.9pp |
| Annual return | 15.74% | 19.62%-3.9pp | 104.53%-88.8pp | 158.70%-143.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $7,690 | $4,089+88.1% | $3,821+101.2% | $4,562+68.6% |
| Admin fee / account holder | $0 | $81-100.0% | $3,619-100.0% | $152-100.0% |