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 | $79,227 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $63,211 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,306 | $113,568+43.8% | $67,560+141.7% | $200,096-18.4% |
| Participation rate | 74.5% | 73.3%+1.1pp | 72.9%+1.5pp | 72.0%+2.4pp |
| Annual return | 14.97% | 15.88%-0.9pp | 3533.50%-3518.5pp | 34.26%-19.3pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $7,132 | $4,163+71.3% | $4,004+78.1% | $5,090+40.1% |
| Admin fee / account holder | $21 | $102-79.6% | $3,994-99.5% | $269-92.3% |