Filed September 8, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Service code 63 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | 12b-1 Fees | $23,867 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,180 | $95,542+13.2% | $69,455+55.8% | $67,579+60.1% |
| Participation rate | 96.2% | 79.4%+16.8pp | 74.6%+21.6pp | 71.3%+24.9pp |
| Annual return | 5.75% | 17.67%-11.9pp | 28.97%-23.2pp | 378.56%-372.8pp |
| Employer contribution / active EE | $3,367 | $2,989+12.6% | $2,779+21.1% | $2,148+56.8% |
| Participant deferral / active EE | $5,060 | $3,263+55.1% | $3,535+43.1% | $3,539+43.0% |
| Admin fee / account holder | $43 | $90-51.7% | $3,839-98.9% | $142-69.5% |