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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $16,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,867 | $60,504-25.8% | $81,882-45.2% | $74,478-39.8% |
| Participation rate | 68.4% | 62.9%+5.5pp | 72.4%-3.9pp | 67.2%+1.2pp |
| Annual return | 11.39% | 16.91%-5.5pp | 779.47%-768.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $281 | $2,627-89.3% | $2,916-90.3% | $2,626-89.3% |
| Participant deferral / active EE | $816 | $3,400-76.0% | $4,323-81.1% | $4,350-81.2% |
| Admin fee / account holder | $69 | $1,492-95.4% | $7,360-99.1% | $1,946-96.5% |