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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $470,258 |
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 | $104,834 | $114,884-8.7% | $60,919+72.1% | $89,433+17.2% |
| Participation rate | 72.7% | 70.1%+2.6pp | 73.1%-0.4pp | 71.3%+1.4pp |
| Annual return | -11.75% | -13.42%+1.7pp | 16.98%-28.7pp | -11.88%+0.1pp |
| Employer contribution / active EE | $11 | $5,609-99.8% | $2,704-99.6% | $3,021-99.6% |
| Participant deferral / active EE | $7,058 | $4,846+45.6% | $3,814+85.0% | $5,125+37.7% |
| Admin fee / account holder | $15 | $37-60.0% | $3,226-99.5% | $79-81.2% |