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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $13,607 |
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 | $68,808 | $44,873+53.3% | $79,466-13.4% | $56,287+22.2% |
| Participation rate | 94.4% | 68.7%+25.7pp | 73.3%+21.1pp | 69.9%+24.6pp |
| Annual return | -3.80% | 0.81%-4.6pp | 718.28%-722.1pp | -9.96%+6.2pp |
| Employer contribution / active EE | $4,192 | $2,140+95.9% | $2,800+49.7% | $2,111+98.6% |
| Participant deferral / active EE | $3,531 | $2,746+28.6% | $3,704-4.7% | $3,350+5.4% |
| Admin fee / account holder | $50 | $418-88.0% | $5,104-99.0% | $521-90.3% |