Filed March 19, 2026
Total covered: 1 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $12,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,328 | $44,221+38.7% | $121,208-49.4% | $56,287+9.0% |
| Participation rate | 69.0% | 61.1%+7.9pp | 71.8%-2.8pp | 69.9%-0.9pp |
| Annual return | -3.33% | -3.58%+0.2pp | 16.93%-20.3pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,074 | $1,480+40.2% | $4,023-48.4% | $2,111-1.7% |
| Participant deferral / active EE | $2,804 | $2,521+11.2% | $3,345-16.2% | $3,350-16.3% |
| Admin fee / account holder | $59 | $480-87.8% | $5,020-98.8% | $521-88.7% |