Filed August 11, 2012
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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $174,548 |
Service code 50 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,530 | $68,110-59.6% | $155,556-82.3% | $99,313-72.3% |
| Participation rate | 95.2% | 67.8%+27.4pp | 78.2%+16.9pp | 71.7%+23.5pp |
| Annual return | 12.26% | 16.16%-3.9pp | 64.84%-52.6pp | 17.67%-5.4pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $0 | $3,865-100.0% | $5,631-100.0% | $5,346-100.0% |
| Admin fee / account holder | $17 | $94-82.4% | $15,885-99.9% | $109-84.8% |