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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,187 |
TWO WEST CAPITAL ADVISORS1+ years Service code 22 · EIN 27-3055170 4551 WEST 107TH · OVERLAND, KS 66207 | Insurance Broker | $9,253 |
Employer contribution per participant 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 | $38,503 | $70,083-45.1% | $59,899-35.7% | $55,725-30.9% |
| Participation rate | 97.1% | 78.4%+18.7pp | 74.7%+22.4pp | 70.9%+26.2pp |
| Annual return | 1.52% | 3.13%-1.6pp | 3.46%-1.9pp | 244.93%-243.4pp |
| Employer contribution / active EE | $827 | $2,878-71.3% | $2,723-69.6% | $2,078-60.2% |
| Participant deferral / active EE | $1,465 | $3,079-52.4% | $3,402-56.9% | $3,356-56.3% |
| Admin fee / account holder | $44 | $70-37.9% | $3,592-98.8% | $115-62.1% |