Filed July 18, 2006
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 INS & ANNUITY ASSN Service code 13 · EIN 13-1624203 | Contract Administrator | $115,739 |
CLEARSTEAD ADVISORS, LLC7 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $20,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $13,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,145 | $84,045+4.9% | $77,361+13.9% | $69,255+27.3% |
| Participation rate | 99.7% | 71.8%+27.9pp | 75.0%+24.7pp | 69.0%+30.6pp |
| Annual return | 10.66% | 12.46%-1.8pp | 1011.54%-1000.9pp | 26.73%-16.1pp |
| Employer contribution / active EE | $3,223 | $2,954+9.1% | $2,990+7.8% | $2,645+21.8% |
| Participant deferral / active EE | $2,993 | $3,349-10.6% | $3,911-23.5% | $2,890+3.6% |
| Admin fee / account holder | $168 | $239-29.8% | $5,894-97.2% | $733-77.1% |