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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS. & ANNUITY ASSOC. Service code 23 · EIN 13-1624203 | Insurance services | $5,958 |
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 | $73,317 | $43,344+69.2% | $59,899+22.4% | $64,173+14.2% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | -3.61% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,876 | $2,030+41.7% | $2,723+5.6% | $2,381+20.8% |
| Participant deferral / active EE | $3,383 | $2,547+32.8% | $3,402-0.6% | $3,470-2.5% |
| Admin fee / account holder | $50 | $3,008-98.3% | $3,592-98.6% | $4,887-99.0% |