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 |
|---|---|---|
Service code 64 · EIN 04-2647786 OPERATIONS COMPANY, INC. · BOSTON, MA 021093614 | Recordkeeping Fees | $87,557 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANN Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $68,196 |
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP FINANCIAL PARTNERS Service code 27 · EIN 27-6095734 | Advisory (Plan) | $65,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,264 | $113,568-10.8% | $67,560+49.9% | $200,096-49.4% |
| Participation rate | 93.6% | 73.3%+20.3pp | 72.9%+20.7pp | 72.0%+21.6pp |
| Annual return | 16.89% | 15.88%+1.0pp | 3533.50%-3516.6pp | 34.26%-17.4pp |
| Employer contribution / active EE | $6,494 | $3,409+90.5% | $2,737+137.3% | $3,038+113.8% |
| Participant deferral / active EE | $0 | $4,163-100.0% | $4,004-100.0% | $5,090-100.0% |
| Admin fee / account holder | $68 | $102-34.1% | $3,994-98.3% | $269-74.9% |