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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $11,492 |
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,372 | $79,124-50.2% | $60,888-35.3% | $64,811-39.3% |
| Participation rate | 95.9% | 77.7%+18.1pp | 73.1%+22.8pp | 71.5%+24.4pp |
| Annual return | -12.91% | -7.13%-5.8pp | 16.91%-29.8pp | 32.83%-45.7pp |
| Employer contribution / active EE | $1,240 | $3,050-59.3% | $2,702-54.1% | $2,506-50.5% |
| Participant deferral / active EE | $1,527 | $3,725-59.0% | $3,817-60.0% | $4,310-64.6% |
| Admin fee / account holder | $17 | $106-83.7% | $3,225-99.5% | $188-90.8% |