Filed May 3, 2008 (most recent of 3 filings on file)
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 15 · EIN 13-1624203 | Recordkeeping | $72,807 |
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 | $127,463 | $105,581+20.7% | $70,492+80.8% | $90,274+41.2% |
| Participation rate | 98.2% | 77.5%+20.6pp | 75.1%+23.1pp | 73.4%+24.8pp |
| Annual return | 13.48% | 14.78%-1.3pp | 109.16%-95.7pp | 53.97%-40.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $5,721 | $3,813+50.0% | $3,711+54.2% | $4,231+35.2% |
| Admin fee / account holder | $32 | $68-52.3% | $3,848-99.2% | $114-71.7% |