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 ANNOC Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $413,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,324 | $141,493-48.9% | $75,728-4.5% | $106,520-32.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 74.8%+25.2pp | 71.3%+28.7pp |
| Annual return | 12.17% | 15.80%-3.6pp | 104.66%-92.5pp | 19.28%-7.1pp |
| Employer contribution / active EE | $7,282 | $4,166+74.8% | $2,743+165.4% | $2,840+156.4% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,820-100.0% | $4,948-100.0% |
| Admin fee / account holder | $18 | $40-54.7% | $3,620-99.5% | $75-75.5% |