Filed June 7, 1991
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 |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $53,919 |
Service code 16 · EIN 03-0215988 | Consulting | $24,000 |
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 | $86,952 | $70,083+24.1% | $59,899+45.2% | $55,727+56.0% |
| Participation rate | 92.8% | 78.4%+14.5pp | 74.7%+18.1pp | 70.9%+22.0pp |
| Annual return | -2.57% | 3.13%-5.7pp | 3.46%-6.0pp | 244.94%-247.5pp |
| Employer contribution / active EE | $3,063 | $2,878+6.4% | $2,723+12.5% | $2,078+47.4% |
| Participant deferral / active EE | $3,395 | $3,079+10.3% | $3,403-0.2% | $3,356+1.2% |
| Admin fee / account holder | $50 | $70-28.7% | $3,592-98.6% | $115-56.5% |