Filed December 13, 2005
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 |
|---|---|---|
TIAA8+ years Filed as: TIAA TEACHER'S INSURANCE & ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $130,106 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $96,500 |
Service code 14 · EIN 59-1083502 | Plan Administrator | $91,816 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $80,008 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $50,323 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG US, LLP Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $101,006 | $98,780+2.3% | $60,919+65.8% | $77,906+29.7% |
| Participation rate | 84.8% | 76.7%+8.2pp | 73.1%+11.7pp | 73.7%+11.1pp |
| Annual return | -11.00% | -11.56%+0.6pp | 16.98%-28.0pp | 12.16%-23.2pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $4,200-100.0% | $3,814-100.0% | $4,805-100.0% |
| Admin fee / account holder | $109 | $89+23.0% | $3,226-96.6% | $133-17.8% |