Filed May 17, 2008
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 |
|---|---|---|
TIAA10+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $194,724 |
PLANPILOT, LLC8 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $36,851 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 | Plan Administrator | $32,395 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,180 |
TIAA1 year Filed as: TIAA - TEACHERS INS & ANNUITY Service code 37 | Loan Processing | $2,700 |
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,561 | $113,568+51.9% | $67,560+155.4% | $200,096-13.8% |
| Participation rate | 27.6% | 73.3%-45.7pp | 72.9%-45.3pp | 72.0%-44.4pp |
| Annual return | 12.35% | 15.88%-3.5pp | 3533.50%-3521.1pp | 34.26%-21.9pp |
| Employer contribution / active EE | $2,038 | $3,409-40.2% | $2,737-25.5% | $3,038-32.9% |
| Participant deferral / active EE | $1,894 | $4,163-54.5% | $4,004-52.7% | $5,090-62.8% |
| Admin fee / account holder | $135 | $102+32.0% | $3,994-96.6% | $269-49.8% |