Filed October 22, 2004
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 |
|---|---|---|
TIAA7 years Filed as: TIAA - CREF Service code 14 · EIN 13-1624203 | Plan Administrator | $131,599 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES Service code 16 · EIN 81-3968784 | Consulting | $32,140 |
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 | $183,736 | $91,710+100.3% | $67,560+172.0% | $77,762+136.3% |
| Participation rate | 99.6% | 76.0%+23.5pp | 72.9%+26.6pp | 70.6%+29.0pp |
| Annual return | 12.81% | 14.88%-2.1pp | 3533.50%-3520.7pp | 31.27%-18.5pp |
| Employer contribution / active EE | $6,853 | $3,187+115.0% | $2,737+150.4% | $2,728+151.2% |
| Participant deferral / active EE | $6,568 | $3,911+68.0% | $4,004+64.0% | $4,651+41.2% |
| Admin fee / account holder | $93 | $245-62.0% | $3,994-97.7% | $433-78.5% |