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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $427 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,171 | $77,472-15.9% | $100,415-35.1% | $80,959-19.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.87% | 37.26%-23.4pp | 49.47%-35.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $10,405 | $2,800+271.6% | $3,943+163.9% | $2,757+277.4% |
| Participant deferral / active EE | $3,300 | $6,818-51.6% | $8,091-59.2% | $4,300-23.3% |
| Admin fee / account holder | $8 | $5,885-99.9% | $7,906-99.9% | $6,925-99.9% |