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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $23,794 |
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 | $74,284 | $51,620+43.9% | $90,300-17.7% | $65,185+14.0% |
| Participation rate | 94.3% | 68.6%+25.6pp | 73.3%+21.0pp | 70.2%+24.1pp |
| Annual return | 19.99% | 24.94%-4.9pp | 78.11%-58.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $3,753 | $2,235+67.9% | $2,854+31.5% | $2,177+72.4% |
| Participant deferral / active EE | $3,502 | $2,871+22.0% | $3,884-9.8% | $3,514-0.3% |
| Admin fee / account holder | $83 | $384-78.5% | $5,353-98.5% | $847-90.2% |