Filed August 14, 2003
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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $839,076 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,110 | $73,283+16.1% | $155,556-45.3% | $106,553-20.1% |
| Participation rate | 83.0% | 73.3%+9.8pp | 78.2%+4.8pp | 69.8%+13.2pp |
| Annual return | 14.60% | 15.76%-1.2pp | 64.84%-50.2pp | 17.37%-2.8pp |
| Employer contribution / active EE | $3,563 | $2,241+59.0% | $4,675-23.8% | $3,359+6.1% |
| Participant deferral / active EE | $6,629 | $4,567+45.2% | $5,631+17.7% | $5,562+19.2% |
| Admin fee / account holder | $20 | $56-64.4% | $15,885-99.9% | $80-75.0% |