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.
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Recordkeeping Fees | $111,532 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $87,000 |
TIAA4 years Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $81,218 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,624 | $85,660+29.1% | $77,361+43.0% | $85,660+29.1% |
| Participation rate | 94.0% | 74.8%+19.1pp | 75.0%+19.0pp | 74.8%+19.1pp |
| Annual return | 13.19% | 19.52%-6.3pp | 1011.54%-998.3pp | 19.52%-6.3pp |
| Employer contribution / active EE | $6,741 | $4,199+60.5% | $2,990+125.5% | $4,199+60.5% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $3,911-100.0% | $3,518-100.0% |
| Admin fee / account holder | $84 | $224-62.3% | $5,894-98.6% | $224-62.3% |