Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 28 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Management | $632,389 |
Filed as: CAPTRUST (H/O) Service code 27 · EIN 26-0058143 9100 KEYSTONE XING, SUITE 700 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $25,324 |
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 | $88,762 | $73,283+21.1% | $155,556-42.9% | $106,553-16.7% |
| Participation rate | 87.6% | 73.3%+14.3pp | 78.2%+9.4pp | 69.8%+17.8pp |
| Annual return | 13.66% | 15.76%-2.1pp | 64.84%-51.2pp | 17.37%-3.7pp |
| Employer contribution / active EE | $1,827 | $2,241-18.4% | $4,675-60.9% | $3,359-45.6% |
| Participant deferral / active EE | $4,694 | $4,567+2.8% | $5,631-16.6% | $5,562-15.6% |
| Admin fee / account holder | $29 | $56-48.5% | $15,885-99.8% | $80-63.9% |