Filed January 24, 2008 (most recent of 4 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 |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,245,366 |
AON CONSULTING3 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $93,198 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $50,000 |
NIXON PEABODY LLP10+ years Service code 29 · EIN 16-0764720 | Legal | $23,788 |
Service code 28 · EIN 13-3924088 | Investment Management | $22,439 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 49 · EIN 22-2232264 | Other Services | $17,468 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,440 | $102,766+77.5% | $66,439+174.6% | $102,766+77.5% |
| Participation rate | 87.5% | 81.3%+6.2pp | 74.5%+13.0pp | 81.3%+6.2pp |
| Annual return | 12.22% | 11.51%+0.7pp | 757.66%-745.4pp | 11.51%+0.7pp |
| Employer contribution / active EE | $5,583 | $4,175+33.7% | $2,637+111.8% | $4,175+33.7% |
| Participant deferral / active EE | $6,343 | $4,807+32.0% | $3,876+63.6% | $4,807+32.0% |
| Admin fee / account holder | $33 | $68-51.2% | $6,173-99.5% | $68-51.2% |