Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 15 · EIN 13-1624203 | Recordkeeping | $8,499 |
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 | $43,913 | $67,166-34.6% | $57,349-23.4% | $55,191-20.4% |
| Participation rate | 98.8% | 77.7%+21.1pp | 75.1%+23.7pp | 69.2%+29.6pp |
| Annual return | 2.85% | 4.22%-1.4pp | 24.40%-21.6pp | 10.78%-7.9pp |
| Employer contribution / active EE | $2,118 | $2,812-24.7% | $2,689-21.2% | $1,899+11.5% |
| Participant deferral / active EE | $3,065 | $2,835+8.1% | $3,162-3.1% | $3,046+0.6% |
| Admin fee / account holder | $9 | $44-79.5% | $3,356-99.7% | $91-90.2% |