Filed December 19, 2013 (most recent of 4 filings on file)
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 |
|---|---|---|
TIAA9 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $106,410 |
Service code 10 · EIN 13-4008324 PO BOX 7247-8001 · PHILADELPHIA, PA 19170 | Accounting | $69,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $289,967 | $113,568+155.3% | $67,560+329.2% | $200,096+44.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 72.9%+27.1pp | 72.0%+28.0pp |
| Annual return | 11.98% | 15.88%-3.9pp | 3533.50%-3521.5pp | 34.26%-22.3pp |
| Employer contribution / active EE | $20,809 | $3,409+510.4% | $2,737+660.4% | $3,038+585.0% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $21 | $102-79.1% | $3,994-99.5% | $269-92.0% |