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 |
|---|---|---|
TIAA4 years Service code 99 · EIN 13-1624203 | Other Fees | $69,456 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $64,953 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,274 | $105,581+25.3% | $70,492+87.6% | $90,274+46.5% |
| Participation rate | 74.5% | 77.5%-3.1pp | 75.1%-0.6pp | 73.4%+1.1pp |
| Annual return | 16.16% | 14.78%+1.4pp | 109.16%-93.0pp | 53.97%-37.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,403 | $3,813+67.9% | $3,711+72.6% | $4,231+51.4% |
| Admin fee / account holder | $21 | $68-69.0% | $3,848-99.5% | $114-81.6% |