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 | $64,705+25.5% | $62,929+29.0% | $67,986+19.4% |
| Participation rate | 95.0% | 65.6%+29.4pp | 73.1%+21.9pp | 57.2%+37.8pp |
| Annual return | 12.95% | 20.31%-7.4pp | 1063.93%-1051.0pp | 31.67%-18.7pp |
| Employer contribution / active EE | $2,007 | $2,376-15.5% | $2,505-19.8% | $2,019-0.6% |
| Participant deferral / active EE | $4,142 | $3,198+29.5% | $3,888+6.5% | $3,358+23.3% |
| Admin fee / account holder | $78 | $1,428-94.5% | $5,065-98.5% | $3,203-97.6% |