Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $72,690 |
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 | $74,877 | $105,179-28.8% | $64,110+16.8% | $80,187-6.6% |
| Participation rate | 83.1% | 73.5%+9.6pp | 72.3%+10.8pp | 72.9%+10.2pp |
| Annual return | 17.69% | 20.34%-2.6pp | 33.75%-16.1pp | 40.40%-22.7pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,751-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $6,862 | $4,020+70.7% | $3,883+76.7% | $5,016+36.8% |
| Admin fee / account holder | $2 | $113-98.5% | $3,071-99.9% | $145-98.9% |