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| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $7,517 |
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).
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 | $77,169 | $53,204+45.0% | $155,556-50.4% | $200,096-61.4% |
| Participation rate | 79.8% | 64.1%+15.7pp | 78.2%+1.6pp | 72.0%+7.8pp |
| Annual return | 9.84% | 41.02%-31.2pp | 64.84%-55.0pp | 34.26%-24.4pp |
| Employer contribution / active EE | $12,826 | $1,850+593.3% | $4,675+174.3% | $3,038+322.2% |
| Participant deferral / active EE | $656 | $3,163-79.3% | $5,631-88.4% | $5,090-87.1% |
| Admin fee / account holder | $18 | $186-90.2% | $15,885-99.9% | $269-93.3% |