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 |
|---|---|---|
TIAA5 years Service code 99 · EIN 13-1624203 | Other Fees | $15,896 |
Filed as: FIDELITY INV INSTL OPS CO INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,553 |
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 | $353,056 | $53,829+555.9% | $75,728+366.2% | $85,852+311.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.57% | 24.54%-13.0pp | 104.66%-93.1pp | 318.66%-307.1pp |
| Employer contribution / active EE | $17,359 | $2,017+760.6% | $2,743+532.8% | $2,566+576.6% |
| Participant deferral / active EE | $3,320 | $2,895+14.7% | $3,820-13.1% | $3,952-16.0% |
| Admin fee / account holder | $18 | $3,339-99.5% | $3,620-99.5% | $6,261-99.7% |