Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$140K in admin expenses, $90 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds hold $280M of the plan's $280M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $76.2M | 27.2% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $58.3M | 20.8% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $38.7M | 13.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $29.5M | 10.5% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $10.4M | 3.7% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.9M | 2.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.6M | 2.7% |
| Nuveen Large Cap Responsible Equity Fund Class R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.0M | 2.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.5M | 2.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 1.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 Recordkeeping Fees | $91,575 |
MULTNOMAH GROUP4 years Filed as: MULTNOMAH GROUP, INC. Service code 27 · EIN 20-0361079 Advisory (Plan) | $36,405 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 Accounting | $6,700 |
PENTEGRA SERVICES, INC.1 year Service code 99 · EIN 13-3745616 Other Fees | $6,205 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025