Filed March 17, 2010
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNUITY ASSN Service code 72 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other investment fees and expenses | $15,903 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 4707 EXECUTIVE DR · SAN DIEGO, CA 921213091 | Advisory (Plan) | $13,562 |
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 | $66,763 | $52,467+27.2% | $57,196+16.7% | $55,167+21.0% |
| Participation rate | 93.0% | 75.8%+17.1pp | 75.3%+17.6pp | 69.0%+24.0pp |
| Annual return | 6.79% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,664 | $2,477+7.5% | $2,683-0.7% | $1,963+35.7% |
| Participant deferral / active EE | $4,363 | $2,830+54.1% | $3,096+40.9% | $3,054+42.8% |
| Admin fee / account holder | $138 | $269-48.6% | $3,141-95.6% | $504-72.5% |