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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANNUITY ASS Service code 14 · EIN 13-1624203 | Plan Administrator | $300 |
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 | $63,265 | $69,771-9.3% | $67,524-6.3% | $74,400-15.0% |
| Participation rate | 92.9% | 71.4%+21.5pp | 72.9%+20.0pp | 67.2%+25.6pp |
| Annual return | 14.05% | -40.49%+54.5pp | 3519.41%-3505.4pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $7,287 | $2,710+168.9% | $2,734+166.5% | $2,624+177.7% |
| Participant deferral / active EE | $6,595 | $3,638+81.3% | $4,001+64.8% | $4,348+51.7% |
| Admin fee / account holder | $0 | $889-100.0% | $4,001-100.0% | $1,944-100.0% |