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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $431,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,154 | $141,493-12.3% | $75,728+63.9% | $106,520+16.6% |
| Participation rate | 69.6% | 65.2%+4.4pp | 74.8%-5.2pp | 71.3%-1.7pp |
| Annual return | 14.76% | 15.80%-1.0pp | 104.66%-89.9pp | 19.28%-4.5pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $6,796 | $4,740+43.4% | $3,820+77.9% | $4,948+37.3% |
| Admin fee / account holder | $15 | $40-63.2% | $3,620-99.6% | $75-80.1% |