Filed November 14, 2003
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 |
|---|---|---|
TIAA8+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $432,376 |
GRANT THORNTON LLP8+ years Service code 10 · EIN 36-6055558 | Accounting | $25,258 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,000 |
PORTFOLIO EVALUATIONS, INC.8+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 · EIN 22-3189064 | Advisory (Plan) | $7,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,408 | $52,346-11.3% | $143,801-67.7% | $78,104-40.6% |
| Participation rate | 79.8% | 72.7%+7.1pp | 80.3%-0.5pp | 74.5%+5.3pp |
| Annual return | -14.24% | -14.19%0pp | -0.04%-14.2pp | 10.90%-25.1pp |
| Employer contribution / active EE | $5,066 | $2,131+137.7% | $4,952+2.3% | $3,128+62.0% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,639-100.0% | $5,089-100.0% |
| Admin fee / account holder | $36 | $63-43.0% | $14,680-99.8% | $79-54.2% |