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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $37,023 |
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 | $110,409 | $47,105+134.4% | $68,368+61.5% | $67,986+62.4% |
| Participation rate | 98.6% | 51.8%+46.8pp | 73.8%+24.9pp | 57.2%+41.4pp |
| Annual return | 14.49% | 48.37%-33.9pp | 292.57%-278.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $6,592 | $1,859+254.7% | $2,649+148.9% | $2,019+226.6% |
| Participant deferral / active EE | $5,829 | $2,374+145.5% | $4,123+41.4% | $3,358+73.6% |
| Admin fee / account holder | $78 | $2,435-96.8% | $5,150-98.5% | $3,203-97.6% |