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 |
|---|---|---|
TIAA6+ years Filed as: TIAA TEACHERS INS. AND ANN ASSOC. Service code 15 · EIN 13-1624203 TIAA TEACHERS INS. AND ANN ASSOC. · NEW YORK, NY 100173206 | Recordkeeping | $36,588 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,096 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 ATTN JOYCE FORSHEE-RODRIQUES · NEW YORK, NY 100172703 | Accounting | $16,000 |
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 | $174,331 | $65,322+166.9% | $70,462+147.4% | $73,493+137.2% |
| Participation rate | 94.5% | 77.0%+17.6pp | 75.1%+19.5pp | 70.7%+23.9pp |
| Annual return | 15.16% | 15.71%-0.6pp | 109.08%-93.9pp | 28.51%-13.4pp |
| Employer contribution / active EE | $7,265 | $2,460+195.4% | $2,737+165.4% | $2,270+220.1% |
| Participant deferral / active EE | $7,855 | $3,375+132.7% | $3,710+111.7% | $3,740+110.0% |
| Admin fee / account holder | $152 | $214-28.9% | $3,845-96.0% | $513-70.3% |