Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $25,790 |
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 | $50,221 | $74,552-32.6% | $62,995-20.3% | $69,631-27.9% |
| Participation rate | 99.0% | 78.3%+20.7pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 14.79% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,093 | $2,929-28.5% | $2,759-24.1% | $2,032+3.0% |
| Participant deferral / active EE | $2,955 | $2,974-0.6% | $3,329-11.2% | $3,224-8.3% |
| Admin fee / account holder | $24 | $59-59.2% | $3,600-99.3% | $110-78.0% |