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 | $67,594+20.1% | $77,361+5.0% | $69,733+16.4% |
| Participation rate | 95.0% | 71.7%+23.3pp | 75.0%+20.0pp | 62.5%+32.5pp |
| Annual return | 12.95% | 19.20%-6.2pp | 1011.54%-998.6pp | 15.22%-2.3pp |
| Employer contribution / active EE | $2,007 | $2,649-24.2% | $2,990-32.9% | $2,250-10.8% |
| Participant deferral / active EE | $4,142 | $3,401+21.8% | $3,911+5.9% | $3,054+35.6% |
| Admin fee / account holder | $78 | $1,159-93.3% | $5,894-98.7% | $3,102-97.5% |