Filed December 2, 1996
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $50,574 |
EDUCATION DEVELOPMENT CENTER7 years Service code 14 · EIN 04-2241718 | Plan Administrator | $11,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,071 | $83,884+6.2% | $64,110+38.9% | $74,478+19.6% |
| Participation rate | 66.8% | 76.6%-9.8pp | 72.3%-5.5pp | 70.7%-3.9pp |
| Annual return | 13.76% | 16.57%-2.8pp | 33.75%-20.0pp | 34.37%-20.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,751-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,682 | $3,692+53.9% | $3,883+46.3% | $4,530+25.4% |
| Admin fee / account holder | $51 | $196-73.8% | $3,071-98.3% | $347-85.2% |