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 |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $50,991 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $9,032 |
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 | $98,629 | $87,173+13.1% | $59,899+64.7% | $75,289+31.0% |
| Participation rate | 73.3% | 74.5%-1.2pp | 74.7%-1.4pp | 72.4%+0.9pp |
| Annual return | -2.25% | -2.14%-0.1pp | 3.46%-5.7pp | -0.04%-2.2pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,792 | $3,379+71.4% | $3,403+70.2% | $3,739+54.9% |
| Admin fee / account holder | $19 | $75-74.6% | $3,592-99.5% | $102-81.4% |