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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $10,891 |
Filed as: SYNTRINSIC INVESTMENT COUNSEL Service code 27 · EIN 84-6049400 | Advisory (Plan) | $6,782 |
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 | $43,471 | $65,322-33.5% | $70,494-38.3% | $73,497-40.9% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.3pp |
| Annual return | 11.90% | 15.71%-3.8pp | 109.16%-97.3pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,303 | $3,375-2.1% | $3,711-11.0% | $3,740-11.7% |
| Admin fee / account holder | $48 | $214-77.7% | $3,848-98.8% | $513-90.7% |