Filed December 14, 2001
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 28 · EIN 13-1624203 | Investment Management | $1,170,043 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 36-4001764 | Investment Management | $34,364 |
Service code 99 · EIN 04-2530412 | Other Fees | $9,916 |
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 | $219,927 | $91,710+139.8% | $67,560+225.5% | $77,762+182.8% |
| Participation rate | 83.4% | 76.0%+7.4pp | 72.9%+10.5pp | 70.6%+12.8pp |
| Annual return | 10.80% | 14.88%-4.1pp | 3533.50%-3522.7pp | 31.27%-20.5pp |
| Employer contribution / active EE | $8,100 | $3,187+154.1% | $2,737+196.0% | $2,728+196.9% |
| Participant deferral / active EE | $9,316 | $3,911+138.2% | $4,004+132.7% | $4,651+100.3% |
| Admin fee / account holder | $191 | $245-21.9% | $3,994-95.2% | $433-55.8% |