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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEACHERS INS & ANNUITY ASSOC OF AM Service code 15 · EIN 13-1624203 | Recordkeeping | $4,548 |
Filed as: TEACHERS ADVISORS, INC. Service code 28 · EIN 13-3760073 | Investment Management | $0 |
TIAA2+ years Filed as: TIAA CREF INVESTMENT MGT LLC Service code 28 · EIN 13-3586142 | Investment Management | $0 |
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 | $69,825 | $57,976+20.4% | $63,018+10.8% | $62,293+12.1% |
| Participation rate | 93.0% | 75.9%+17.0pp | 74.8%+18.2pp | 69.5%+23.4pp |
| Annual return | 18.73% | 17.54%+1.2pp | 87.62%-68.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $6,035 | $2,415+149.9% | $2,761+118.6% | $2,042+195.5% |
| Participant deferral / active EE | $4,618 | $2,956+56.2% | $3,330+38.7% | $3,169+45.7% |
| Admin fee / account holder | $18 | $276-93.6% | $3,601-99.5% | $479-96.3% |