Filed January 10, 2013
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 |
|---|---|---|
TIAA1+ years Service code 37 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Loan Processing | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,696 | $38,925-41.7% | $73,836-69.3% | $55,191-58.9% |
| Participation rate | 45.4% | 66.0%-20.6pp | 73.4%-28.0pp | 69.2%-23.7pp |
| Annual return | 1.26% | 6.31%-5.0pp | 2268.06%-2266.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,778 | $2,351-24.3% | $3,583-50.4% | $3,046-41.6% |
| Admin fee / account holder | $2,486 | $83+2900.1% | $4,882-49.1% | $91+2638.5% |