Filed December 19, 2002 (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 |
|---|---|---|
TIAA1 year Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $32,612 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 021093614 | Recordkeeping Fees | $11,372 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,462 | $204,517-23.5% | $69,480+125.2% | $77,775+101.2% |
| Participation rate | 97.1% | 74.6%+22.5pp | 74.6%+22.5pp | 73.2%+23.9pp |
| Annual return | 5.59% | 22.10%-16.5pp | 28.99%-23.4pp | 32.58%-27.0pp |
| Employer contribution / active EE | $8,446 | $3,548+138.1% | $2,780+203.8% | $2,504+237.3% |
| Participant deferral / active EE | $0 | $3,478-100.0% | $3,537-100.0% | $3,966-100.0% |
| Admin fee / account holder | $17 | $101-82.8% | $3,840-99.6% | $100-82.7% |