Filed March 21, 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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Filed as: TIAA-TEACHERS INSUR & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $80,682 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER LLP Service code 10 · EIN 87-1363769 | Accounting | $43,524 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $21,525 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $19,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,679 | $91,695+141.8% | $67,575+228.0% | $77,736+185.2% |
| Participation rate | 74.7% | 76.0%-1.3pp | 72.9%+1.8pp | 70.6%+4.1pp |
| Annual return | 13.79% | 14.88%-1.1pp | 3528.98%-3515.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $7,020 | $3,189+120.1% | $2,736+156.6% | $2,728+157.3% |
| Participant deferral / active EE | $7,607 | $3,912+94.4% | $4,003+90.0% | $4,651+63.6% |
| Admin fee / account holder | $341 | $245+39.5% | $3,993-91.5% | $433-21.2% |