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 |
|---|---|---|
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Investment Mgmt Fees | $17,098 |
Service code 13 · EIN 35-2552359 5707 SW PKWY BLDG 2, STE 400 · AUSTIN, TX 787356213 | Contract Administrator | $14,843 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES, INC Service code 13 · EIN 13-3745616 108 CORPORATE PARK DRIVE · WHITE PLAINS, NY 106043805 | Contract Administrator | $6,881 |
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 | $66,882 | $60,795+10.0% | $69,483-3.7% | $65,186+2.6% |
| Participation rate | 98.6% | 74.9%+23.8pp | 74.6%+24.0pp | 70.2%+28.4pp |
| Annual return | 4.51% | 17.46%-12.9pp | 28.99%-24.5pp | 29.39%-24.9pp |
| Employer contribution / active EE | $4,485 | $2,452+82.9% | $2,780+61.3% | $2,177+106.0% |
| Participant deferral / active EE | $3,873 | $3,162+22.5% | $3,537+9.5% | $3,514+10.2% |
| Admin fee / account holder | $162 | $314-48.5% | $3,841-95.8% | $847-80.9% |