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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $4,839 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,900 | $57,976+63.7% | $63,018+50.6% | $62,293+52.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.13% | 17.54%-7.4pp | 87.62%-77.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $1,998 | $2,415-17.2% | $2,761-27.6% | $2,042-2.1% |
| Participant deferral / active EE | $3,428 | $2,956+16.0% | $3,330+2.9% | $3,169+8.2% |
| Admin fee / account holder | $38 | $276-86.2% | $3,601-98.9% | $479-92.1% |