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 |
|---|---|---|
Filed as: IFP FBO STRATEGIC RETIREMENT GROUP Service code 27 4 W RED OAK LN STE 300 · WHITE PLAINS, NY 106043603 | Advisory (Plan) | $10,856 |
TIAA2 years Filed as: TIAA-TEACHERS INS & ANN ASSOC OF AM Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,245 |
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 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPER COMPANY INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$380 |
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 | $169,324 | $44,989+276.4% | $170,435-0.7% | $77,958+117.2% |
| Participation rate | 80.5% | 64.6%+15.8pp | 83.6%-3.1pp | 71.6%+8.8pp |
| Annual return | 14.63% | 19.61%-5.0pp | 205.94%-191.3pp | 20.87%-6.2pp |
| Employer contribution / active EE | $5,321 | $1,466+262.9% | $5,432-2.0% | $2,310+130.3% |
| Participant deferral / active EE | $3,480 | $2,208+57.6% | $4,939-29.5% | $3,537-1.6% |
| Admin fee / account holder | $12 | $69-82.3% | $13,881-99.9% | $97-87.4% |