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 |
|---|---|---|
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,298,520 |
AON CONSULTING1 year Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $98,000 |
NIXON PEABODY LLP8+ years Service code 28 · EIN 16-0764720 | Investment Management | $33,717 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $29,000 |
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 | $150,020 | $133,493+12.4% | $64,110+134.0% | $96,393+55.6% |
| Participation rate | 84.8% | 69.3%+15.4pp | 72.3%+12.4pp | 71.3%+13.5pp |
| Annual return | 11.65% | 17.06%-5.4pp | 33.75%-22.1pp | 22.88%-11.2pp |
| Employer contribution / active EE | $4,869 | $6,233-21.9% | $2,751+77.0% | $3,239+50.3% |
| Participant deferral / active EE | $5,652 | $5,097+10.9% | $3,883+45.6% | $5,455+3.6% |
| Admin fee / account holder | $34 | $34+0.1% | $3,071-98.9% | $74-53.4% |