Retirement plan

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES

Name: COUNCIL ON CHIROPRACTIC EDUCATION - TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES (2015) Form 5500
Creator: COUNCIL ON CHIROPRACTIC EDUCATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES, COUNCIL ON CHIROPRACTIC EDUCATION

COUNCIL ON CHIROPRACTIC EDUCATIONEIN 23-7181500Plan #001PY 2015

8049 NORTH 85TH WAY - SCOTTSDALE, AZ 852584321480-443-8877

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$656K

No prior year

Total participants

No prior year

Average account balance

$36,420

No prior year

Annual return

10.18%

No prior year

Benchmarks

See 4,199 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort4,199 peers

Snapshot2015

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 codes2J2L

Plan features

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

$30K

$7446 / participant

Other / not subdivided$30K100.0%

% of EOY assets

4.543%

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

$36,420

$64,307-43.4%

$57,347-36.5%

$125,393-71.0%

Participation rate

100.0%

78.6%+21.4pp

75.1%+24.9pp

83.2%+16.8pp

Annual return

10.18%

25.14%-15.0pp

24.40%-14.2pp

282.23%-272.1pp

Employer contribution / active EE

$3,907

$3,193+22.4%

$2,689+45.3%

$4,866-19.7%

Participant deferral / active EE

$3,813

$3,847-0.9%

$3,162+20.6%

$5,351-28.7%

Admin fee / account holder

$1,655

$5,242-68.4%

$3,356-50.7%

$9,541-82.7%

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