Filed August 21, 2009 (most recent of 3 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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $299,080 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES W. CAMMACK ASSOCIATES, INC. Service code 28 · EIN 13-3052851 | Investment Management | $60,000 |
THANDIWE WEZA1 year Service code 30 · EIN 13-3297197 | Employee (plan) | $54,635 |
Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $25,681 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $24,645 |
VILLAGE COPIER6+ years Service code 36 · EIN 13-3554225 | Direct payment from the plan; Copying... | $7,731 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,818 | $113,699-43.9% | $70,492-9.5% | $93,223-31.5% |
| Participation rate | 97.6% | 77.8%+19.8pp | 75.1%+22.5pp | 74.9%+22.7pp |
| Annual return | 13.11% | 14.93%-1.8pp | 109.16%-96.1pp | 19.29%-6.2pp |
| Employer contribution / active EE | $1,289 | $3,991-67.7% | $2,738-52.9% | $2,680-51.9% |
| Participant deferral / active EE | $1,899 | $4,485-57.7% | $3,711-48.8% | $4,563-58.4% |
| Admin fee / account holder | $55 | $40+37.2% | $3,848-98.6% | $79-30.0% |