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 |
|---|---|---|
TIAA8 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $162,104 |
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 | $262,684 | $105,179+149.7% | $64,110+309.7% | $80,187+227.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 72.3%+27.7pp | 72.9%+27.1pp |
| Annual return | 15.15% | 20.34%-5.2pp | 33.75%-18.6pp | 40.40%-25.2pp |
| Employer contribution / active EE | $19,777 | $3,311+497.4% | $2,751+619.0% | $2,980+563.8% |
| Participant deferral / active EE | $0 | $4,020-100.0% | $3,883-100.0% | $5,016-100.0% |
| Admin fee / account holder | $20 | $113-82.6% | $3,071-99.4% | $145-86.4% |