Filed October 9, 2002 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 10 · EIN 13-1624203 730 THIRD AVE · NY, NY 100173206 | Accounting | $32,723 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $23,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,253 | $204,517-80.8% | $69,480-43.5% | $77,775-49.5% |
| Participation rate | 97.0% | 74.6%+22.3pp | 74.6%+22.4pp | 73.2%+23.8pp |
| Annual return | 6.99% | 22.10%-15.1pp | 28.99%-22.0pp | 32.58%-25.6pp |
| Employer contribution / active EE | $1,739 | $3,548-51.0% | $2,780-37.4% | $2,504-30.5% |
| Participant deferral / active EE | $3,349 | $3,478-3.7% | $3,537-5.3% | $3,966-15.6% |
| Admin fee / account holder | $14 | $101-86.5% | $3,840-99.6% | $100-86.4% |