Filed June 11, 2015 (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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $63,006 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $230 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $44 |
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 | $169,241 | $67,594+150.4% | $77,361+118.8% | $69,733+142.7% |
| Participation rate | 93.0% | 71.7%+21.3pp | 75.0%+18.0pp | 62.5%+30.6pp |
| Annual return | 12.01% | 19.20%-7.2pp | 1011.54%-999.5pp | 15.22%-3.2pp |
| Employer contribution / active EE | $6,365 | $2,649+140.3% | $2,990+112.9% | $2,250+182.9% |
| Participant deferral / active EE | $6,849 | $3,401+101.4% | $3,911+75.1% | $3,054+124.2% |
| Admin fee / account holder | $137 | $1,159-88.2% | $5,894-97.7% | $3,102-95.6% |