Filed September 27, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $153,465 |
MMA SECURITIES LLC3 years Service code 16 · EIN 22-3570392 | Consulting | $49,500 |
GRANT THORNTON LLP6 years Service code 10 · EIN 36-6055558 | Accounting | $30,450 |
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 | $178,217 | $91,710+94.3% | $67,560+163.8% | $77,762+129.2% |
| Participation rate | 79.3% | 76.0%+3.3pp | 72.9%+6.4pp | 70.6%+8.7pp |
| Annual return | 12.65% | 14.88%-2.2pp | 3533.50%-3520.9pp | 31.27%-18.6pp |
| Employer contribution / active EE | $6,858 | $3,187+115.2% | $2,737+150.6% | $2,728+151.4% |
| Participant deferral / active EE | $4,882 | $3,911+24.8% | $4,004+21.9% | $4,651+5.0% |
| Admin fee / account holder | $128 | $245-47.8% | $3,994-96.8% | $433-70.5% |