Filed July 13, 2001
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 |
|---|---|---|
TIAA9 years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 13 · EIN 13-1624203 | Contract Administrator | $37,844 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,752 |
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 | $187,808 | $69,708+169.4% | $67,560+178.0% | $74,478+152.2% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.0pp | 67.2%+28.8pp |
| Annual return | 12.57% | -40.67%+53.2pp | 3533.50%-3520.9pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $5,353 | $2,715+97.2% | $2,737+95.6% | $2,626+103.8% |
| Participant deferral / active EE | $7,308 | $3,637+100.9% | $4,004+82.5% | $4,350+68.0% |
| Admin fee / account holder | $118 | $887-86.7% | $3,994-97.0% | $1,946-93.9% |