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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $3,007 |
Participant contribution per participant 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 | $60,993 | $46,332+31.6% | $143,799-57.6% | $64,819-5.9% |
| Participation rate | 80.6% | 64.2%+16.4pp | 80.3%+0.3pp | 71.5%+9.2pp |
| Annual return | -9.11% | -10.05%+0.9pp | -0.04%-9.1pp | 32.84%-42.0pp |
| Employer contribution / active EE | $12,147 | $1,911+535.6% | $4,952+145.3% | $2,507+384.6% |
| Participant deferral / active EE | $619 | $2,647-76.6% | $5,638-89.0% | $4,311-85.6% |
| Admin fee / account holder | $16 | $154-89.8% | $14,677-99.9% | $188-91.7% |