Filed June 26, 2012 (most recent of 5 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 |
|---|---|---|
TIAA5 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $132,218 |
WADE SARKIS8 years Service code 13 · EIN 12-8544030 475 N MAIN ST · CANANDAIGUA, NV 144241283 | Contract Administrator | $56,000 |
Filed as: TOUCHSTONE RETIREMENT GROUP Service code 15 · EIN 45-3210377 6500 SHERIDAN DRIVE SUITE 110 · AMHERST, NY 14221 | Recordkeeping | $29,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,777 | $53,204-6.4% | $155,556-68.0% | $200,096-75.1% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.3pp | 72.0%+24.5pp |
| Annual return | 12.04% | 41.02%-29.0pp | 64.84%-52.8pp | 34.26%-22.2pp |
| Employer contribution / active EE | $1,716 | $1,850-7.2% | $4,675-63.3% | $3,038-43.5% |
| Participant deferral / active EE | $3,451 | $3,163+9.1% | $5,631-38.7% | $5,090-32.2% |
| Admin fee / account holder | $94 | $186-49.5% | $15,885-99.4% | $269-65.2% |