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 |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $112,688 |
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 | $137,736 | $113,568+21.3% | $67,560+103.9% | $200,096-31.2% |
| Participation rate | 94.2% | 73.3%+20.9pp | 72.9%+21.3pp | 72.0%+22.2pp |
| Annual return | 11.10% | 15.88%-4.8pp | 3533.50%-3522.4pp | 34.26%-23.2pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $6,898 | $4,163+65.7% | $4,004+72.3% | $5,090+35.5% |
| Admin fee / account holder | $50 | $102-51.4% | $3,994-98.8% | $269-81.5% |