Filed September 11, 2012 (most recent of 2 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 |
|---|---|---|
TIAA1 year Filed as: TIAA-TEACHERS INS & ANN ASSOC OF AM Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $591 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $187 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$106 |
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 | $144,007 | $37,213+287.0% | $156,551-8.0% | $63,975+125.1% |
| Participation rate | 82.1% | 65.0%+17.1pp | 84.0%-1.9pp | 71.1%+10.9pp |
| Annual return | 6.61% | 47.89%-41.3pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $4,962 | $1,357+265.7% | $5,501-9.8% | $2,182+127.4% |
| Participant deferral / active EE | $3,241 | $2,070+56.5% | $4,871-33.5% | $3,356-3.5% |
| Admin fee / account holder | $1 | $56-98.1% | $13,028-100.0% | $70-98.5% |