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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $17,839 |
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 | $60,363 | $55,002+9.7% | $59,887+0.8% | $56,287+7.2% |
| Participation rate | 93.9% | 75.9%+18.0pp | 74.7%+19.2pp | 69.9%+24.1pp |
| Annual return | 8.65% | 1.13%+7.5pp | 3.46%+5.2pp | -9.96%+18.6pp |
| Employer contribution / active EE | $2,963 | $2,448+21.0% | $2,722+8.8% | $2,111+40.3% |
| Participant deferral / active EE | $5,210 | $3,121+66.9% | $3,402+53.1% | $3,350+55.5% |
| Admin fee / account holder | $115 | $236-51.2% | $3,591-96.8% | $521-77.9% |