Filed May 9, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $15,745 |
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 | $81,195 | $65,084+24.8% | $67,681+20.0% | $64,340+26.2% |
| Participation rate | 95.0% | 66.7%+28.3pp | 73.7%+21.3pp | 55.2%+39.8pp |
| Annual return | 12.95% | 20.50%-7.5pp | 590.58%-577.6pp | 24.14%-11.2pp |
| Employer contribution / active EE | $2,007 | $2,398-16.3% | $2,678-25.0% | $1,862+7.8% |
| Participant deferral / active EE | $4,142 | $3,210+29.0% | $3,976+4.2% | $2,980+39.0% |
| Admin fee / account holder | $78 | $1,415-94.5% | $6,100-98.7% | $3,703-97.9% |