Filed November 29, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,811 |
TIAA3 years Filed as: TIAA - TEACHEDRS INSURANCE AND ANNU Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,413 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,095 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $85,660-79.6% | $77,361-77.5% | $85,660-79.6% |
| Participation rate | 93.8% | 74.8%+19.0pp | 75.0%+18.9pp | 74.8%+19.0pp |
| Annual return | 18.25% | 19.52%-1.3pp | 1011.54%-993.3pp | 19.52%-1.3pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $2,990-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $4,165 | $3,518+18.4% | $3,911+6.5% | $3,518+18.4% |
| Admin fee / account holder | $8 | $224-96.3% | $5,894-99.9% | $224-96.3% |