Filed July 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC. Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $34,273 |
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 | $46,597 | $70,083-33.5% | $59,883-22.2% | $55,725-16.4% |
| Participation rate | 98.9% | 78.4%+20.6pp | 74.7%+24.2pp | 70.9%+28.1pp |
| Annual return | -3.69% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,063 | $2,878-28.3% | $2,722-24.2% | $2,078-0.7% |
| Participant deferral / active EE | $3,141 | $3,079+2.0% | $3,402-7.7% | $3,356-6.4% |
| Admin fee / account holder | $32 | $70-54.3% | $3,591-99.1% | $115-72.1% |