Filed June 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $34,132 |
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 | $129,888 | $70,083+85.3% | $59,878+116.9% | $55,725+133.1% |
| Participation rate | 75.5% | 78.4%-2.8pp | 74.7%+0.8pp | 70.9%+4.7pp |
| Annual return | -2.87% | 3.13%-6.0pp | 3.46%-6.3pp | 244.93%-247.8pp |
| Employer contribution / active EE | $4,226 | $2,878+46.8% | $2,722+55.3% | $2,078+103.4% |
| Participant deferral / active EE | $2,067 | $3,079-32.9% | $3,402-39.2% | $3,356-38.4% |
| Admin fee / account holder | $33 | $70-52.8% | $3,590-99.1% | $115-71.2% |