Filed June 13, 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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $938 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,072 | $91,420-55.1% | $57,196-28.2% | $65,292-37.1% |
| Participation rate | 86.2% | 72.6%+13.6pp | 75.3%+10.9pp | 72.4%+13.8pp |
| Annual return | 5.17% | 7.55%-2.4pp | 14.59%-9.4pp | 11.84%-6.7pp |
| Employer contribution / active EE | $605 | $3,776-84.0% | $2,683-77.5% | $2,302-73.7% |
| Participant deferral / active EE | $1,541 | $3,512-56.1% | $3,096-50.2% | $3,579-56.9% |
| Admin fee / account holder | $0 | $22-99.3% | $3,141-100.0% | $57-99.7% |