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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $27,562 |
TIAA2+ years Filed as: TIAA TEACHERS INS & ANNUITY Service code 99 · EIN 13-1624203 | Other Fees | $18,638 |
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 | $143,681 | $68,408+110.0% | $57,196+151.2% | $57,658+149.2% |
| Participation rate | 83.6% | 79.1%+4.5pp | 75.3%+8.3pp | 70.2%+13.4pp |
| Annual return | 8.73% | 8.51%+0.2pp | 14.59%-5.9pp | 5.13%+3.6pp |
| Employer contribution / active EE | $5,869 | $2,869+104.5% | $2,683+118.7% | $1,974+197.3% |
| Participant deferral / active EE | $6,696 | $2,903+130.6% | $3,096+116.3% | $3,061+118.8% |
| Admin fee / account holder | $72 | $70+3.7% | $3,141-97.7% | $95-23.6% |