Filed March 3, 2015
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $68 |
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 | $75,751 | $52,467+44.4% | $57,196+32.4% | $55,167+37.3% |
| Participation rate | 99.5% | 75.8%+23.7pp | 75.3%+24.2pp | 69.0%+30.5pp |
| Annual return | 8.54% | 7.72%+0.8pp | 14.59%-6.1pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,301 | $2,477-47.5% | $2,683-51.5% | $1,963-33.7% |
| Participant deferral / active EE | $3,818 | $2,830+34.9% | $3,096+23.3% | $3,054+25.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |