Filed November 29, 2005 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Sub-TA Fees | $27,572 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 TIAA - TEACHERS INSURANCE AND ANNUI · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,144 |
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 | $66,845 | $87,173-23.3% | $59,899+11.6% | $75,289-11.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.7%+25.3pp | 72.4%+27.6pp |
| Annual return | 11.75% | -2.14%+13.9pp | 3.46%+8.3pp | -0.04%+11.8pp |
| Employer contribution / active EE | $6,535 | $3,473+88.1% | $2,723+140.0% | $2,405+171.7% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,403-100.0% | $3,739-100.0% |
| Admin fee / account holder | $2 | $75-97.4% | $3,592-99.9% | $102-98.1% |