Filed April 30, 2009 (most recent of 2 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 |
|---|---|---|
TIAA7 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $98,057 |
RSM US LLP5 years Service code 99 · EIN 42-0714325 | Other Fees | $26,865 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,500 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · E PROVIDENCE, RI 029141202 | Other Services | $13,668 |
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 | $131,789 | $91,710+43.7% | $67,560+95.1% | $77,762+69.5% |
| Participation rate | 92.1% | 76.0%+16.1pp | 72.9%+19.1pp | 70.6%+21.5pp |
| Annual return | 12.24% | 14.88%-2.6pp | 3533.50%-3521.3pp | 31.27%-19.0pp |
| Employer contribution / active EE | $2,571 | $3,187-19.3% | $2,737-6.1% | $2,728-5.8% |
| Participant deferral / active EE | $4,503 | $3,911+15.2% | $4,004+12.5% | $4,651-3.2% |
| Admin fee / account holder | $99 | $245-59.5% | $3,994-97.5% | $433-77.1% |