Filed December 2, 2011
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 |
|---|---|---|
TIAA8 years Service code 99 · EIN 13-1624203 | Other Fees | $12,070 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,073 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,901 | $48,337+681.8% | $67,560+459.4% | $80,959+366.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.81% | 18.26%-7.5pp | 3533.50%-3522.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $19,940 | $2,023+885.9% | $2,737+628.6% | $2,757+623.2% |
| Participant deferral / active EE | $2,903 | $2,928-0.9% | $4,004-27.5% | $4,300-32.5% |
| Admin fee / account holder | $17 | $3,695-99.5% | $3,994-99.6% | $6,925-99.8% |