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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $64,219 |
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 | $95,261 | $95,542-0.3% | $69,480+37.1% | $67,584+41.0% |
| Participation rate | 88.7% | 79.4%+9.3pp | 74.6%+14.1pp | 71.3%+17.4pp |
| Annual return | 17.19% | 17.67%-0.5pp | 28.99%-11.8pp | 378.59%-361.4pp |
| Employer contribution / active EE | $2,984 | $2,989-0.1% | $2,780+7.4% | $2,148+38.9% |
| Participant deferral / active EE | $3,274 | $3,263+0.3% | $3,537-7.4% | $3,540-7.5% |
| Admin fee / account holder | $54 | $90-39.6% | $3,840-98.6% | $142-61.8% |