Retirement plan

TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES

Name: COUNCIL ON CHIROPRACTIC EDUCATION - TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES (2017) 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 2017

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$893K

+19.3% from 2016

Total participants

No prior year

Average account balance

$49,625

+19.3% from 2016

Annual return

11.89%

+6.19 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

$21K

$5321 / participant

Other / not subdivided$21K100.0%

% of EOY assets

2.383%

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

$49,625

$73,518-32.5%

$63,005-21.2%

$147,585-66.4%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

11.89%

175.46%-163.6pp

87.59%-75.7pp

578.58%-566.7pp

Employer contribution / active EE

$11,226

$3,322+237.9%

$2,760+306.7%

$4,876+130.2%

Participant deferral / active EE

$7,984

$4,183+90.8%

$3,329+139.8%

$5,439+46.8%

Admin fee / account holder

$1,182

$5,952-80.1%

$3,599-67.1%

$10,886-89.1%

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