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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $15,874 |
Participant contribution per participant 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 | $35,597 | $58,292-38.9% | $86,640-58.9% | $71,511-50.2% |
| Participation rate | 79.4% | 65.0%+14.4pp | 71.7%+7.7pp | 67.9%+11.5pp |
| Annual return | 15.56% | 21.63%-6.1pp | 592.52%-577.0pp | 28.86%-13.3pp |
| Employer contribution / active EE | $1,071 | $2,574-58.4% | $3,024-64.6% | $2,589-58.6% |
| Participant deferral / active EE | $773 | $3,438-77.5% | $4,438-82.6% | $4,291-82.0% |
| Admin fee / account holder | $57 | $1,057-94.6% | $5,616-99.0% | $1,588-96.4% |