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 |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $129,291 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 120 VANTIS DR STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $10,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,075 | $98,780+61.0% | $60,919+161.1% | $77,906+104.2% |
| Participation rate | 63.3% | 76.7%-13.4pp | 73.1%-9.8pp | 73.7%-10.4pp |
| Annual return | -7.15% | -11.56%+4.4pp | 16.98%-24.1pp | 12.16%-19.3pp |
| Employer contribution / active EE | $2,244 | $3,605-37.7% | $2,704-17.0% | $2,846-21.1% |
| Participant deferral / active EE | $4,837 | $4,200+15.2% | $3,814+26.8% | $4,805+0.7% |
| Admin fee / account holder | $54 | $89-39.3% | $3,226-98.3% | $133-59.5% |