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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 | Contract Administrator | $9,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,455 | $70,083-23.7% | $59,887-10.7% | $55,725-4.1% |
| Participation rate | 33.7% | 78.4%-44.7pp | 74.7%-41.0pp | 70.9%-37.2pp |
| Annual return | -3.75% | 3.13%-6.9pp | 3.46%-7.2pp | 244.93%-248.7pp |
| Employer contribution / active EE | $1,554 | $2,878-46.0% | $2,722-42.9% | $2,078-25.2% |
| Participant deferral / active EE | $518 | $3,079-83.2% | $3,402-84.8% | $3,356-84.6% |
| Admin fee / account holder | $14 | $70-79.8% | $3,591-99.6% | $115-87.7% |