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.
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 |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INS & ANNUITY ASSOC Service code 15 · EIN 13-1624203 | Recordkeeping | $94,683 |
PLANPILOT, LLC3 years Service code 27 · EIN 45-4168388 | Advisory (Plan) | $42,000 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $23,431 |
TIAA1 year Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC.. Service code 37 | Loan Processing | $2,300 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,038 | $204,517-35.0% | $69,480+91.5% | $77,775+71.1% |
| Participation rate | 96.0% | 74.6%+21.4pp | 74.6%+21.4pp | 73.2%+22.8pp |
| Annual return | 17.74% | 22.10%-4.4pp | 28.99%-11.2pp | 32.58%-14.8pp |
| Employer contribution / active EE | $6,099 | $3,548+71.9% | $2,780+119.4% | $2,504+143.6% |
| Participant deferral / active EE | $4,935 | $3,478+41.9% | $3,537+39.5% | $3,966+24.4% |
| Admin fee / account holder | $74 | $101-26.6% | $3,840-98.1% | $100-26.2% |