Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $25,239 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $283,244 | $55,002+415.0% | $59,899+372.9% | $56,289+403.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -1.94% | 1.13%-3.1pp | 3.46%-5.4pp | -9.96%+8.0pp |
| Employer contribution / active EE | $15,081 | $2,448+516.1% | $2,723+453.9% | $2,111+614.4% |
| Participant deferral / active EE | $2,712 | $3,121-13.1% | $3,403-20.3% | $3,350-19.1% |
| Admin fee / account holder | $25 | $236-89.3% | $3,592-99.3% | $521-95.2% |