Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 15 · EIN 13-1624203 | Recordkeeping | $16,920 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,971 | $68,408-32.8% | $57,179-19.6% | $57,658-20.3% |
| Participation rate | 98.3% | 79.1%+19.2pp | 75.3%+23.0pp | 70.2%+28.1pp |
| Annual return | 7.64% | 8.51%-0.9pp | 14.59%-6.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,035 | $2,869-29.1% | $2,682-24.1% | $1,974+3.1% |
| Participant deferral / active EE | $2,904 | $2,9030% | $3,096-6.2% | $3,061-5.1% |
| Admin fee / account holder | $17 | $70-75.7% | $3,139-99.5% | $95-82.1% |