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 |
|---|---|---|
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE AND ANNU Service code 12 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Claims processing; Recordkeeping and ... | $29,421 |
RBC WEALTH MANAGEMENT5 years Service code 12 · EIN 41-1416330 2010 CORPORATE RIDGE RD., 250 · MCLEAN, VA 22102 | Claims processing; Participant loan p... | $10,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,232 | $101,672-22.1% | $147,117-46.1% | $74,478+6.4% |
| Participation rate | 98.8% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 15.30% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,816 | $7,305+34.4% | $8,065+21.7% | $4,350+125.6% |
| Admin fee / account holder | $126 | $1,753-92.8% | $12,993-99.0% | $1,946-93.5% |