Filed December 6, 2004 (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 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $98,558 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 · EIN 46-4782313 120 VANTIS DR STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $81,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $188,250 | $113,568+65.8% | $67,560+178.6% | $200,096-5.9% |
| Participation rate | 54.0% | 73.3%-19.3pp | 72.9%-18.9pp | 72.0%-18.0pp |
| Annual return | 12.40% | 15.88%-3.5pp | 3533.50%-3521.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $2,020 | $3,409-40.8% | $2,737-26.2% | $3,038-33.5% |
| Participant deferral / active EE | $4,274 | $4,163+2.7% | $4,004+6.7% | $5,090-16.0% |
| Admin fee / account holder | $69 | $102-32.3% | $3,994-98.3% | $269-74.3% |