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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,279 |
10 funds of $250K or more; 26 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $3.4M | 44.5% |
| Par, or Maturity Value Cost Value Fixed Annuity Contracts Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $708K | 9.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $490K | 6.5% |
| Par, or Maturity Value Cost Value Variable Annuity Contracts C Manager not matched · Insurance contract | $413K | 5.5% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $309K | 4.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $287K | 3.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $270K | 3.6% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $218K | 2.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $191K | 2.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $167K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.