Filed July 29, 2019 (most recent of 3 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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $75,741 |
Filed as: ADMIN OF TULANE EDUCATION Service code 64 · EIN 72-0423889 6823 SAINT CHARLES · NEW ORLEANS, LA 70118 | Recordkeeping Fees | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,095 | $105,179+77.9% | $64,110+191.8% | $80,187+133.3% |
| Participation rate | 69.3% | 73.5%-4.2pp | 72.3%-3.0pp | 72.9%-3.6pp |
| Annual return | 10.74% | 20.34%-9.6pp | 33.75%-23.0pp | 40.40%-29.7pp |
| Employer contribution / active EE | $5,989 | $3,311+80.9% | $2,751+117.7% | $2,980+101.0% |
| Participant deferral / active EE | $1,120 | $4,020-72.1% | $3,883-71.2% | $5,016-77.7% |
| Admin fee / account holder | $32 | $113-71.6% | $3,071-99.0% | $145-77.8% |