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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $86,578 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,899 | $98,780+20.4% | $60,919+95.2% | $77,906+52.6% |
| Participation rate | 86.9% | 76.7%+10.2pp | 73.1%+13.7pp | 73.7%+13.2pp |
| Annual return | -10.08% | -11.56%+1.5pp | 16.98%-27.1pp | 12.16%-22.2pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $5,806 | $4,200+38.2% | $3,814+52.2% | $4,805+20.8% |
| Admin fee / account holder | $38 | $89-56.9% | $3,226-98.8% | $133-71.2% |