Retirement plan

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES

Name: COUNCIL ON CHIROPRACTIC 403 (B) - TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES (2024) Form 5500
Creator: COUNCIL ON CHIROPRACTIC 403 (B)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES, COUNCIL ON CHIROPRACTIC 403 (B)

COUNCIL ON CHIROPRACTIC 403 (B)EIN 23-7181500Plan #001PY 2024

9393 N. 90TH STREET SUITE 102-660 - SCOTTSDALE, AZ 85258

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+20.8% from 2023

Total participants

0.0% from 2023

Average account balance

$157,583

+20.8% from 2023

Annual return

15.11%

-1.65 pp from 2023

Benchmarks

See 8,041 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,041 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.21M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$158K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1317

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$2634 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.836%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$157,583

$72,465+117.5%

$67,575+133.2%

$145,884+8.0%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

15.11%

7222.56%-7207.5pp

3528.98%-3513.9pp

551.85%-536.7pp

Employer contribution / active EE

$10,173

$3,074+231.0%

$2,736+271.9%

$4,662+118.2%

Participant deferral / active EE

$7,419

$4,786+55.0%

$4,003+85.3%

$6,690+10.9%

Admin fee / account holder

$1,317

$5,515-76.1%

$3,993-67.0%

$13,392-90.2%

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion