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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $3,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,569 | $47,163+56.0% | $149,696-50.9% | $74,460-1.2% |
| Participation rate | 46.5% | 63.4%-16.9pp | 78.8%-32.2pp | 70.7%-24.2pp |
| Annual return | 11.85% | 22.75%-10.9pp | 134.46%-122.6pp | 34.38%-22.5pp |
| Employer contribution / active EE | $13,928 | $1,907+630.4% | $4,821+188.9% | $2,638+427.9% |
| Participant deferral / active EE | $680 | $2,730-75.1% | $5,682-88.0% | $4,530-85.0% |
| Admin fee / account holder | $8 | $343-97.7% | $13,212-99.9% | $348-97.7% |