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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $300 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,635 | $69,708-70.4% | $67,560-69.5% | $74,478-72.3% |
| Participation rate | 96.5% | 71.4%+25.1pp | 72.9%+23.6pp | 67.2%+29.3pp |
| Annual return | 14.37% | -40.67%+55.0pp | 3533.50%-3519.1pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $706 | $2,715-74.0% | $2,737-74.2% | $2,626-73.1% |
| Participant deferral / active EE | $601 | $3,637-83.5% | $4,004-85.0% | $4,350-86.2% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |