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 | $76,081 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $57,800 |
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 | $148,134 | $120,057+23.4% | $75,728+95.6% | $93,010+59.3% |
| Participation rate | 83.5% | 77.3%+6.2pp | 74.8%+8.7pp | 73.9%+9.6pp |
| Annual return | 15.62% | 19.62%-4.0pp | 104.66%-89.0pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $6,369 | $4,089+55.8% | $3,820+66.7% | $4,561+39.6% |
| Admin fee / account holder | $20 | $81-75.0% | $3,620-99.4% | $152-86.6% |