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 |
|---|---|---|
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $15,643 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 51 · EIN 35-2552359 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 787356213 | Investment Mgmt Fees | $12,000 |
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 | $62,102 | $57,976+7.1% | $63,018-1.5% | $62,293-0.3% |
| Participation rate | 98.4% | 75.9%+22.4pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 9.50% | 17.54%-8.0pp | 87.62%-78.1pp | 28.90%-19.4pp |
| Employer contribution / active EE | $5,168 | $2,415+114.0% | $2,761+87.2% | $2,042+153.1% |
| Participant deferral / active EE | $4,124 | $2,956+39.5% | $3,330+23.9% | $3,169+30.1% |
| Admin fee / account holder | $109 | $276-60.4% | $3,601-97.0% | $479-77.2% |