Filed November 8, 2004 (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 37 · EIN 04-2647786 | Loan Processing | $244,829 |
Service code 14 · EIN 16-0743140 | Plan Administrator | $93,750 |
TIAA1 year Filed as: TIAA- TEACHERS AND INSURANCE ANNUIT Service code 37 · EIN 13-1624203 | Loan Processing | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,796 | $120,057+75.6% | $75,728+178.4% | $93,010+126.6% |
| Participation rate | 81.7% | 77.3%+4.4pp | 74.8%+6.9pp | 73.9%+7.8pp |
| Annual return | 12.45% | 19.62%-7.2pp | 104.66%-92.2pp | 158.70%-146.3pp |
| Employer contribution / active EE | $5,108 | $3,253+57.0% | $2,743+86.2% | $2,705+88.8% |
| Participant deferral / active EE | $6,572 | $4,089+60.7% | $3,820+72.0% | $4,561+44.1% |
| Admin fee / account holder | $49 | $81-40.4% | $3,620-98.7% | $152-68.0% |