Filed December 13, 2007 (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 |
|---|---|---|
TIAA5 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 51 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Investment Mgmt Fees | $88,397 |
Filed as: NEW ENGLAND RETIREMENT CONSULTANTS, Service code 51 · EIN 20-5322603 470 ATLANTIC AVENUE, FLOOR 4TH · BOSTON, MA 022102208 | Investment Mgmt Fees | $33,000 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $32,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,419 | $91,695+19.3% | $67,575+61.9% | $77,736+40.8% |
| Participation rate | 94.5% | 76.0%+18.5pp | 72.9%+21.6pp | 70.6%+23.9pp |
| Annual return | 31.30% | 14.88%+16.4pp | 3528.98%-3497.7pp | 31.26%0pp |
| Employer contribution / active EE | $4,007 | $3,189+25.6% | $2,736+46.5% | $2,728+46.9% |
| Participant deferral / active EE | $3,722 | $3,912-4.9% | $4,003-7.0% | $4,651-20.0% |
| Admin fee / account holder | $172 | $245-29.8% | $3,993-95.7% | $433-60.3% |