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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $19,114 |
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).
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 | $64,157 | $60,795+5.5% | $69,461-7.6% | $65,185-1.6% |
| Participation rate | 95.3% | 74.9%+20.5pp | 74.6%+20.7pp | 70.2%+25.1pp |
| Annual return | 5.30% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $2,746 | $2,452+12.0% | $2,779-1.2% | $2,177+26.1% |
| Participant deferral / active EE | $5,309 | $3,162+67.9% | $3,536+50.1% | $3,514+51.1% |
| Admin fee / account holder | $117 | $314-62.8% | $3,840-97.0% | $847-86.2% |