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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $10,183 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $42,420 | $52,467-19.1% | $57,196-25.8% | $55,167-23.1% |
| Participation rate | 92.4% | 75.8%+16.6pp | 75.3%+17.1pp | 69.0%+23.4pp |
| Annual return | 7.63% | 7.72%-0.1pp | 14.59%-7.0pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,682 | $2,477-32.1% | $2,683-37.3% | $1,963-14.3% |
| Participant deferral / active EE | $1,400 | $2,830-50.5% | $3,096-54.8% | $3,054-54.2% |
| Admin fee / account holder | $63 | $269-76.4% | $3,141-98.0% | $504-87.4% |