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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $92,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,577 | $120,057+16.3% | $75,728+84.3% | $93,010+50.1% |
| Participation rate | 93.7% | 77.3%+16.4pp | 74.8%+18.9pp | 73.9%+19.8pp |
| Annual return | 11.91% | 19.62%-7.7pp | 104.66%-92.8pp | 158.70%-146.8pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,777 | $4,089+41.3% | $3,820+51.2% | $4,561+26.7% |
| Admin fee / account holder | $41 | $81-49.4% | $3,620-98.9% | $152-72.8% |