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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $6,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,451 | $50,919-63.8% | $155,556-88.1% | $77,762-76.3% |
| Participation rate | 35.7% | 63.1%-27.4pp | 78.2%-42.5pp | 70.6%-34.9pp |
| Annual return | 10.20% | 34.84%-24.6pp | 64.84%-54.6pp | 31.27%-21.1pp |
| Employer contribution / active EE | $1,611 | $1,991-19.1% | $4,675-65.5% | $2,728-40.9% |
| Participant deferral / active EE | $1,235 | $2,824-56.3% | $5,631-78.1% | $4,651-73.4% |
| Admin fee / account holder | $14 | $437-96.7% | $15,885-99.9% | $433-96.7% |