Filed September 22, 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 |
|---|---|---|
TIAA9+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $31,140 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 13 · EIN 47-1411118 ATTN GRP COMPENSATION DEPT 4340 · SAN RAFAEL, CA 949032121 | Contract Administrator | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,352 | $69,708+22.4% | $67,560+26.3% | $74,478+14.6% |
| Participation rate | 99.2% | 71.4%+27.8pp | 72.9%+26.3pp | 67.2%+32.0pp |
| Annual return | 11.39% | -40.67%+52.1pp | 3533.50%-3522.1pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $5,563 | $2,715+104.9% | $2,737+103.3% | $2,626+111.8% |
| Participant deferral / active EE | $6,384 | $3,637+75.5% | $4,004+59.4% | $4,350+46.8% |
| Admin fee / account holder | $401 | $887-54.8% | $3,994-90.0% | $1,946-79.4% |