Filed July 26, 2002
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 Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 28 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Investment Management | $43,999 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 29 S MAIN ST STE 300 · WEST HARTFORD, CT 061072420 | Investment Management | $12,000 |
UHY LLP2 years Service code 10 · EIN 20-0694403 PO BOX 72243 · CLEVELAND, OH 44192 | Accounting | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,591 | $65,072+71.5% | $66,439+68.0% | $65,306+70.9% |
| Participation rate | 95.5% | 69.1%+26.5pp | 74.5%+21.0pp | 57.7%+37.9pp |
| Annual return | 12.28% | 21.50%-9.2pp | 757.66%-745.4pp | 21.94%-9.7pp |
| Employer contribution / active EE | $6,498 | $2,475+162.5% | $2,637+146.4% | $1,967+230.3% |
| Participant deferral / active EE | $5,087 | $3,234+57.3% | $3,876+31.2% | $2,959+71.9% |
| Admin fee / account holder | $156 | $1,323-88.2% | $6,173-97.5% | $3,480-95.5% |