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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $6,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $26,825 | $60,795-55.9% | $69,483-61.4% | $65,186-58.8% |
| Participation rate | 65.4% | 74.9%-9.4pp | 74.6%-9.2pp | 70.2%-4.8pp |
| Annual return | 1.48% | 17.46%-16.0pp | 28.99%-27.5pp | 29.39%-27.9pp |
| Employer contribution / active EE | $853 | $2,452-65.2% | $2,780-69.3% | $2,177-60.8% |
| Participant deferral / active EE | $1,101 | $3,162-65.2% | $3,537-68.9% | $3,514-68.7% |
| Admin fee / account holder | $44 | $314-86.0% | $3,841-98.9% | $847-94.8% |