Filed January 5, 2009 (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 |
|---|---|---|
TIAA7 years Filed as: TIAA - TEACHERS AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $92,192 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 301 SW ADAMS STREET · PEORIA, IL 61602 | Accounting | $21,740 |
PLANPILOT, LLC7 years Service code 16 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Consulting | $20,458 |
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 | $107,744 | $91,710+17.5% | $67,560+59.5% | $77,762+38.6% |
| Participation rate | 99.1% | 76.0%+23.1pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 14.10% | 14.88%-0.8pp | 3533.50%-3519.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $3,724 | $3,187+16.9% | $2,737+36.1% | $2,728+36.5% |
| Participant deferral / active EE | $5,940 | $3,911+51.9% | $4,004+48.3% | $4,651+27.7% |
| Admin fee / account holder | $130 | $245-47.1% | $3,994-96.8% | $433-70.1% |