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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $132 |
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 | $155,161 | $68,408+126.8% | $57,196+171.3% | $57,658+169.1% |
| Participation rate | 93.4% | 79.1%+14.3pp | 75.3%+18.1pp | 70.2%+23.2pp |
| Annual return | 7.45% | 8.51%-1.1pp | 14.59%-7.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $7,252 | $2,869+152.8% | $2,683+170.3% | $1,974+267.4% |
| Participant deferral / active EE | $5,264 | $2,903+81.3% | $3,096+70.0% | $3,061+72.0% |
| Admin fee / account holder | $0 | $70-99.5% | $3,141-100.0% | $95-99.7% |