Filed January 26, 2010 (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 |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1,953 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 | Directed Trustee | $218 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $129,989 | $55,002+136.3% | $59,883+117.1% | $56,287+130.9% |
| Participation rate | 95.2% | 75.9%+19.3pp | 74.7%+20.5pp | 69.9%+25.3pp |
| Annual return | 45.13% | 1.13%+44.0pp | 3.46%+41.7pp | -9.96%+55.1pp |
| Employer contribution / active EE | $5,698 | $2,448+132.8% | $2,722+109.3% | $2,111+169.9% |
| Participant deferral / active EE | $8,355 | $3,121+167.7% | $3,402+145.6% | $3,350+149.4% |
| Admin fee / account holder | $82 | $236-65.2% | $3,591-97.7% | $521-84.3% |