Filed October 18, 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 INS & ANNUITY ASSC. Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 | Securities Custodian | $106,501 |
PLANPILOT, LLC9+ years Filed as: PLAN PILOT, LLC Service code 16 · EIN 45-4168388 223 W. JACKSON BLVD STE 800 · CHICAGO, IL 606066913 | Consulting | $40,127 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 16 · EIN 04-3046611 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Consulting | $24,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 910 E SAINT LOUIS ST STE 400 · SPRINGFIELD, MO 65806 | Accounting | $16,650 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,960 | $91,695+101.7% | $67,575+173.7% | $77,736+137.9% |
| Participation rate | 98.4% | 76.0%+22.3pp | 72.9%+25.4pp | 70.6%+27.8pp |
| Annual return | 11.50% | 14.88%-3.4pp | 3528.98%-3517.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $4,930 | $3,189+54.6% | $2,736+80.2% | $2,728+80.8% |
| Participant deferral / active EE | $5,943 | $3,912+51.9% | $4,003+48.4% | $4,651+27.8% |
| Admin fee / account holder | $186 | $245-23.9% | $3,993-95.3% | $433-57.0% |