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 |
|---|---|---|
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 99 · EIN 13-1624203 | Other Fees | $108,225 |
EDUCATION DEVELOPMENT CENTER10+ years Service code 99 · EIN 04-2241718 | Other Fees | $48,846 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,776 | $91,710+20.8% | $67,560+64.0% | $77,762+42.5% |
| Participation rate | 97.0% | 76.0%+20.9pp | 72.9%+24.0pp | 70.6%+26.4pp |
| Annual return | 12.64% | 14.88%-2.2pp | 3533.50%-3520.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $10,634 | $3,187+233.7% | $2,737+288.6% | $2,728+289.8% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $94 | $245-61.5% | $3,994-97.6% | $433-78.2% |