Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $832,545 |
TIAA6+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $21,785 |
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 | $181,193 | $113,699+59.4% | $70,492+157.0% | $93,223+94.4% |
| Participation rate | 99.1% | 77.8%+21.3pp | 75.1%+24.1pp | 74.9%+24.2pp |
| Annual return | 12.96% | 14.93%-2.0pp | 109.16%-96.2pp | 19.29%-6.3pp |
| Employer contribution / active EE | $5,683 | $3,991+42.4% | $2,738+107.5% | $2,680+112.1% |
| Participant deferral / active EE | $0 | $4,485-100.0% | $3,711-100.0% | $4,563-100.0% |
| Admin fee / account holder | $57 | $40+41.6% | $3,848-98.5% | $79-27.8% |