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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $52,153 |
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 | $118,603 | $133,493-11.2% | $64,110+85.0% | $96,393+23.0% |
| Participation rate | 68.7% | 69.3%-0.6pp | 72.3%-3.6pp | 71.3%-2.6pp |
| Annual return | 18.07% | 17.06%+1.0pp | 33.75%-15.7pp | 22.88%-4.8pp |
| Employer contribution / active EE | $0 | $6,233-100.0% | $2,751-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $6,788 | $5,097+33.2% | $3,883+74.8% | $5,455+24.4% |
| Admin fee / account holder | $17 | $34-51.3% | $3,071-99.5% | $74-77.3% |