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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $350 |
7 funds of $250K or more; 42 lines in all, holding $14.1M of the plan's $14.2M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fixed Annuity Contrac ts: Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.6M | 40.0% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 19.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.8M | 19.6% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $531K | 3.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $514K | 3.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $403K | 2.9% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $369K | 2.6% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $322K | 2.3% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $224K | 1.6% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $167K | 1.2% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.