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 |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $18,266 |
Employer contribution per participant 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 | $47,471 | $91,937-48.4% | $59,899-20.7% | $68,904-31.1% |
| Participation rate | 94.2% | 74.4%+19.8pp | 74.7%+19.6pp | 74.1%+20.1pp |
| Annual return | -2.46% | -3.10%+0.6pp | 3.46%-5.9pp | 1.07%-3.5pp |
| Employer contribution / active EE | $1,388 | $4,347-68.1% | $2,723-49.0% | $2,540-45.4% |
| Participant deferral / active EE | $3,589 | $3,817-6.0% | $3,403+5.5% | $4,015-10.6% |
| Admin fee / account holder | $3 | $27-89.6% | $3,592-99.9% | $71-96.1% |