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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $530,301 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $128,312 | $145,906-12.1% | $67,560+89.9% | $106,553+20.4% |
| Participation rate | 77.7% | 67.1%+10.6pp | 72.9%+4.8pp | 69.8%+7.9pp |
| Annual return | 14.41% | 15.10%-0.7pp | 3533.50%-3519.1pp | 17.37%-3.0pp |
| Employer contribution / active EE | $102 | $6,028-98.3% | $2,737-96.3% | $3,359-97.0% |
| Participant deferral / active EE | $8,141 | $5,093+59.9% | $4,004+103.3% | $5,562+46.4% |
| Admin fee / account holder | $15 | $38-60.6% | $3,994-99.6% | $80-81.3% |