Filed April 4, 2011
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 |
|---|---|---|
TIAA4 years Filed as: TIAA - TEACHERS INS. AND ANN ASSOC Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $68,697 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 13 · EIN 82-1434504 | Contract Administrator | $36,650 |
TAIT WELLER & BAKER8+ years Service code 10 · EIN 23-1144520 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,278 | $144,511-8.5% | $67,575+95.7% | - |
| Participation rate | 91.6% | 69.6%+22.0pp | 72.9%+18.7pp | - |
| Annual return | 11.50% | 20.85%-9.4pp | 3528.98%-3517.5pp | - |
| Employer contribution / active EE | $5,428 | $2,331+132.9% | $2,736+98.4% | - |
| Participant deferral / active EE | $6,542 | $3,447+89.8% | $4,003+63.4% | - |
| Admin fee / account holder | $178 | $8,271-97.9% | $3,993-95.6% | - |