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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Filed as: TIAA- TEACHERS INS AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $41,458 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,860 | $79,045+44.0% | $100,378+13.4% | $74,429+53.0% |
| Participation rate | 98.2% | 79.4%+18.7pp | 81.5%+16.7pp | 67.2%+30.9pp |
| Annual return | 13.41% | 20.61%-7.2pp | 49.41%-36.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $4,944 | $3,015+64.0% | $3,942+25.4% | $2,625+88.3% |
| Participant deferral / active EE | $6,637 | $7,751-14.4% | $8,087-17.9% | $4,348+52.6% |
| Admin fee / account holder | $92 | $1,335-93.1% | $7,899-98.8% | $1,944-95.3% |