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 INSURANCE & ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $39,485 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 301 SW ADAMS ST, STE 1000 · PEORIA, IL 61602 | Accounting | $13,650 |
PLANPILOT, LLC7 years Service code 17 · EIN 45-4168388 | Pension Consulting | $13,451 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,965 | $69,708+87.9% | $67,560+93.9% | $74,478+75.8% |
| Participation rate | 95.2% | 71.4%+23.8pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 15.70% | -40.67%+56.4pp | 3533.50%-3517.8pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $98 | $887-89.0% | $3,994-97.5% | $1,946-95.0% |