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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $3,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,510 | $47,180-58.6% | $149,723-87.0% | $74,473-73.8% |
| Participation rate | 35.3% | 63.4%-28.1pp | 78.8%-43.5pp | 70.7%-35.4pp |
| Annual return | 15.01% | 22.75%-7.7pp | 134.50%-119.5pp | 34.36%-19.3pp |
| Employer contribution / active EE | $1,094 | $1,907-42.7% | $4,821-77.3% | $2,638-58.5% |
| Participant deferral / active EE | $1,049 | $2,730-61.6% | $5,682-81.5% | $4,530-76.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |