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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 | $69,774-9.3% | $67,575-6.4% | $74,459-15.0% |
| Participation rate | 92.9% | 71.4%+21.5pp | 72.9%+19.9pp | 67.2%+25.6pp |
| Annual return | 14.05% | -40.53%+54.6pp | 3528.98%-3514.9pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $7,287 | $2,710+168.9% | $2,736+166.4% | $2,626+177.5% |
| Participant deferral / active EE | $6,595 | $3,636+81.4% | $4,003+64.7% | $4,350+51.6% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |