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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,863,269 |
AON CONSULTING1 year Filed as: AON HEWITT INVMENT CONSULTING, INC. Service code 28 · EIN 36-3109431 | Investment Management | $159,500 |
BONADIO & CO., LLP6+ years Service code 10 · EIN 16-1131146 | Accounting | $26,285 |
NIXON PEABODY LLP6+ years Service code 28 · EIN 16-0764720 | Investment Management | $14,139 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,024 | $141,493+17.3% | $75,728+119.2% | $106,520+55.9% |
| Participation rate | 85.1% | 65.2%+19.9pp | 74.8%+10.2pp | 71.3%+13.7pp |
| Annual return | 26.14% | 15.80%+10.3pp | 104.66%-78.5pp | 19.28%+6.9pp |
| Employer contribution / active EE | $3,650 | $4,166-12.4% | $2,743+33.1% | $2,840+28.5% |
| Participant deferral / active EE | $4,973 | $4,740+4.9% | $3,820+30.2% | $4,948+0.5% |
| Admin fee / account holder | $52 | $40+28.4% | $3,620-98.6% | $75-30.5% |