Filed January 23, 2017 (most recent of 4 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $72,730 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 17 · EIN 36-4019175 1 N JEFFERSON AVE · SAINT LOUIS, MO 631032205 | Pension Consulting | $12,500 |
EISNERAMPER LLP1 year Service code 10 · EIN 13-1639826 750 3RD AVENUE · NEW YORK, NY 100172703 | Accounting | $10,322 |
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 | $130,713 | $57,976+125.5% | $63,003+107.5% | $62,293+109.8% |
| Participation rate | 99.2% | 75.9%+23.3pp | 74.8%+24.4pp | 69.5%+29.7pp |
| Annual return | 14.73% | 17.54%-2.8pp | 87.59%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,785 | $2,415+98.2% | $2,760+73.4% | $2,042+134.3% |
| Participant deferral / active EE | $6,197 | $2,956+109.6% | $3,329+86.1% | $3,169+95.5% |
| Admin fee / account holder | $181 | $276-34.4% | $3,600-95.0% | $479-62.2% |