Filed January 20, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 14 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Plan Administrator | $40,326 |
USI CONSULTING GROUP1 year Service code 17 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Pension Consulting | $10,412 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVE · NEW YORK, NY 100172703 | Accounting | $8,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,091 | $79,151-15.2% | $60,919+10.1% | $64,824+3.5% |
| Participation rate | 87.6% | 77.7%+9.9pp | 73.1%+14.5pp | 71.5%+16.2pp |
| Annual return | -14.86% | -7.12%-7.7pp | 16.96%-31.8pp | 32.84%-47.7pp |
| Employer contribution / active EE | $3,346 | $3,052+9.6% | $2,704+23.8% | $2,507+33.5% |
| Participant deferral / active EE | $6,688 | $3,727+79.4% | $3,814+75.3% | $4,311+55.1% |
| Admin fee / account holder | $161 | $106+52.6% | $3,228-95.0% | $188-14.1% |