Filed August 8, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 16 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Consulting | $28,749 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $25,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,239 | $91,710+34.4% | $67,560+82.4% | $77,762+58.5% |
| Participation rate | 67.5% | 76.0%-8.6pp | 72.9%-5.5pp | 70.6%-3.1pp |
| Annual return | 12.93% | 14.88%-2.0pp | 3533.50%-3520.6pp | 31.27%-18.3pp |
| Employer contribution / active EE | $4,965 | $3,187+55.8% | $2,737+81.4% | $2,728+82.0% |
| Participant deferral / active EE | $4,526 | $3,911+15.7% | $4,004+13.0% | $4,651-2.7% |
| Admin fee / account holder | $112 | $245-54.2% | $3,994-97.2% | $433-74.1% |