Filed September 13, 2007 (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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $215,401 |
Service code 28 · EIN 26-0058143 | Investment Management | $47,381 |
CAMMACK LARHETTE ADVISORS7+ years Service code 28 · EIN 13-3052851 | Investment Management | $14,201 |
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 | $212,595 | $120,057+77.1% | $75,728+180.7% | $93,010+128.6% |
| Participation rate | 91.9% | 77.3%+14.6pp | 74.8%+17.0pp | 73.9%+18.0pp |
| Annual return | 13.08% | 19.62%-6.5pp | 104.66%-91.6pp | 158.70%-145.6pp |
| Employer contribution / active EE | $7,823 | $3,253+140.5% | $2,743+185.2% | $2,705+189.2% |
| Participant deferral / active EE | $5,610 | $4,089+37.2% | $3,820+46.8% | $4,561+23.0% |
| Admin fee / account holder | $111 | $81+36.1% | $3,620-96.9% | $152-26.9% |