Filed November 2, 2010 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 50 · EIN 20-4751585 | Direct Payment | $49,692 |
PKF O'CONNOR DAVIES, LLP2+ years Service code 11 · EIN 27-1728945 | Actuarial | $17,100 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $654 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,601 | $74,552+114.1% | $63,018+153.3% | $69,634+129.2% |
| Participation rate | 88.2% | 78.3%+10.0pp | 74.8%+13.4pp | 70.7%+17.5pp |
| Annual return | 10.16% | 15.77%-5.6pp | 87.63%-77.5pp | 27572.26%-27562.1pp |
| Employer contribution / active EE | $4,229 | $2,929+44.4% | $2,761+53.2% | $2,032+108.1% |
| Participant deferral / active EE | $3,085 | $2,974+3.7% | $3,330-7.3% | $3,224-4.3% |
| Admin fee / account holder | $43 | $59-27.2% | $3,601-98.8% | $110-60.9% |