Filed January 23, 2019
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $17,689 |
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 | $58,761 | $55,002+6.8% | $59,899-1.9% | $56,289+4.4% |
| Participation rate | 83.5% | 75.9%+7.5pp | 74.7%+8.8pp | 69.9%+13.6pp |
| Annual return | 9.64% | 1.13%+8.5pp | 3.46%+6.2pp | -9.96%+19.6pp |
| Employer contribution / active EE | $2,389 | $2,448-2.4% | $2,723-12.3% | $2,111+13.2% |
| Participant deferral / active EE | $3,669 | $3,121+17.6% | $3,402+7.8% | $3,350+9.5% |
| Admin fee / account holder | $82 | $236-65.3% | $3,592-97.7% | $521-84.3% |