Filed June 17, 2006 (most recent of 8 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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $491,439 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,259 | $68,110-20.3% | $155,556-65.1% | $99,313-45.4% |
| Participation rate | 94.6% | 67.8%+26.8pp | 78.2%+16.4pp | 71.7%+22.9pp |
| Annual return | 11.36% | 16.16%-4.8pp | 64.84%-53.5pp | 17.67%-6.3pp |
| Employer contribution / active EE | $4,002 | $2,291+74.7% | $4,675-14.4% | $3,264+22.6% |
| Participant deferral / active EE | $3,074 | $3,865-20.5% | $5,631-45.4% | $5,346-42.5% |
| Admin fee / account holder | $36 | $94-61.6% | $15,885-99.8% | $109-67.0% |