Filed January 28, 2013 (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 |
|---|---|---|
TIAA8+ years Filed as: TIAA-TEACHERS INS & ASSOC OF AMERIC Service code 50 · EIN 13-1624203 | Direct Payment | $44,656 |
Service code 99 · EIN 20-4751585 | Other Fees | $36,365 |
MEYERS BROTHERS KALICKA, PC2 years Filed as: MEYERS BROTHERS KALICKA P.C. Service code 99 · EIN 04-2713795 | Other Fees | $10,400 |
Filed as: THE ANGELL PENSION GROUP Service code 99 · EIN 04-2530412 | Other Fees | $7,933 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,735 | $83,884+24.9% | $64,056+63.5% | $74,419+40.7% |
| Participation rate | 87.9% | 76.6%+11.3pp | 72.3%+15.6pp | 70.7%+17.1pp |
| Annual return | 12.02% | 16.57%-4.6pp | 33.69%-21.7pp | 34.38%-22.4pp |
| Employer contribution / active EE | $5,840 | $3,084+89.4% | $2,747+112.6% | $2,637+121.4% |
| Participant deferral / active EE | $4,826 | $3,692+30.7% | $3,880+24.4% | $4,528+6.6% |
| Admin fee / account holder | $169 | $196-13.8% | $3,068-94.5% | $348-51.4% |