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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $90,250 |
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 | $129,888 | $105,179+23.5% | $64,110+102.6% | $80,187+62.0% |
| Participation rate | 93.4% | 73.5%+19.9pp | 72.3%+21.1pp | 72.9%+20.5pp |
| Annual return | 13.45% | 20.34%-6.9pp | 33.75%-20.3pp | 40.40%-27.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,751-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $6,643 | $4,020+65.2% | $3,883+71.1% | $5,016+32.4% |
| Admin fee / account holder | $40 | $113-64.8% | $3,071-98.7% | $145-72.5% |