Filed October 18, 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 |
|---|---|---|
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $19,596 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,547 |
MALONEY & NOVOTNY LLC1 year Filed as: MALONEY + NOVOTNY LLC Service code 10 · EIN 34-0677006 | Accounting | $12,900 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $5,713 |
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 | $110,237 | $147,039-25.0% | $64,101+72.0% | - |
| Participation rate | 94.9% | 70.9%+24.0pp | 72.3%+22.6pp | - |
| Annual return | 12.56% | 7.51%+5.1pp | 33.72%-21.2pp | - |
| Employer contribution / active EE | $2,488 | $2,405+3.4% | $2,749-9.5% | - |
| Participant deferral / active EE | $6,302 | $3,377+86.6% | $3,881+62.4% | - |
| Admin fee / account holder | $208 | $6,926-97.0% | $3,070-93.2% | - |