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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,195 | $67,984+19.4% | $65,493+24.0% | $74,304+9.3% |
| Participation rate | 95.0% | 66.3%+28.7pp | 73.1%+21.9pp | 60.3%+34.7pp |
| Annual return | 12.95% | 19.87%-6.9pp | 982.45%-969.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $2,007 | $2,491-19.4% | $2,574-22.0% | $2,241-10.4% |
| Participant deferral / active EE | $4,142 | $3,346+23.8% | $3,961+4.6% | $3,767+9.9% |
| Admin fee / account holder | $78 | $1,373-94.3% | $5,028-98.4% | $2,969-97.4% |