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 |
|---|---|---|
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 | $93,901+94.3% | $77,361+135.8% | $93,901+94.3% |
| Participation rate | 87.5% | 81.9%+5.7pp | 75.0%+12.6pp | 81.9%+5.7pp |
| Annual return | 12.22% | 11.15%+1.1pp | 1011.54%-999.3pp | 11.15%+1.1pp |
| Employer contribution / active EE | $5,583 | $4,205+32.8% | $2,990+86.7% | $4,205+32.8% |
| Participant deferral / active EE | $6,343 | $4,155+52.7% | $3,911+62.2% | $4,155+52.7% |
| Admin fee / account holder | $33 | $66-50.2% | $5,894-99.4% | $66-50.2% |