Filed May 15, 2013 (most recent of 2 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 |
|---|---|---|
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Claims processing; Participant loan p... | $20,033 |
RBC WEALTH MANAGEMENT3 years Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Participant loan processing; Claims p... | $6,985 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,741 | $99,957-40.2% | $149,730-60.1% | $73,493-18.7% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.2pp | 70.7%+28.0pp |
| Annual return | 13.45% | 53.87%-40.4pp | 276.70%-263.3pp | 28.51%-15.1pp |
| Employer contribution / active EE | $8,386 | $3,191+162.8% | $4,645+80.5% | $2,270+269.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $42 | $551-92.3% | $9,310-99.5% | $513-91.7% |