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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,294,106 |
AON CONSULTING2 years Filed as: AON HEWITT INVESMENT CONSULTING, IN Service code 28 · EIN 36-3109431 | Investment Management | $98,000 |
Service code 28 · EIN 13-3924088 | Investment Management | $46,360 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $45,000 |
NIXON PEABODY LLP9+ years Service code 29 · EIN 16-0764720 | Legal | $32,911 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,505 | $145,906+18.2% | $67,560+155.3% | $106,553+61.9% |
| Participation rate | 85.2% | 67.1%+18.0pp | 72.9%+12.3pp | 69.8%+15.4pp |
| Annual return | 14.03% | 15.10%-1.1pp | 3533.50%-3519.5pp | 17.37%-3.3pp |
| Employer contribution / active EE | $5,048 | $6,028-16.3% | $2,737+84.5% | $3,359+50.3% |
| Participant deferral / active EE | $5,847 | $5,093+14.8% | $4,004+46.0% | $5,562+5.1% |
| Admin fee / account holder | $36 | $38-4.2% | $3,994-99.1% | $80-54.5% |