Filed April 21, 2003 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 50 · EIN 13-1624203 | Direct Payment | $42,340 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,300 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $8,847 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,306 | $94,836+108.0% | $75,728+160.5% | $86,828+127.2% |
| Participation rate | 95.3% | 79.1%+16.2pp | 74.8%+20.5pp | 72.3%+23.0pp |
| Annual return | 12.37% | 16.90%-4.5pp | 104.66%-92.3pp | 97.95%-85.6pp |
| Employer contribution / active EE | $5,306 | $2,908+82.5% | $2,743+93.4% | $2,406+120.5% |
| Participant deferral / active EE | $4,239 | $3,632+16.7% | $3,820+11.0% | $4,132+2.6% |
| Admin fee / account holder | $36 | $108-67.1% | $3,620-99.0% | $170-78.9% |