Filed March 17, 2016 (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 |
|---|---|---|
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $122,940 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 28 · EIN 59-3331424 | Investment Management | $98,345 |
PROSKAUER ROSE LLP4+ years Service code 28 · EIN 13-1840454 | Investment Management | $51,554 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $36,268 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 28 · EIN 43-1451524 | Investment Management | $32,782 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $17,510 |
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 | $112,232 | $45,382+147.3% | $154,110-27.2% | $75,289+49.1% |
| Participation rate | 98.1% | 65.9%+32.2pp | 83.0%+15.0pp | 72.4%+25.7pp |
| Annual return | -2.54% | -0.47%-2.1pp | 735.22%-737.8pp | -0.04%-2.5pp |
| Employer contribution / active EE | $4,300 | $1,533+180.5% | $5,298-18.8% | $2,405+78.8% |
| Participant deferral / active EE | $5,621 | $2,384+135.8% | $5,081+10.6% | $3,739+50.3% |
| Admin fee / account holder | $125 | $89+39.9% | $13,412-99.1% | $102+22.2% |