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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 PO BOX 71570 · CHICAGO, IL 606941570 | Accounting | $17,000 |
PLANPILOT, LLC1 year Service code 99 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Other Fees | $17,000 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $456 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,584 | $70,083+25.0% | $59,899+46.2% | $55,725+57.2% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | 10.39% | 3.13%+7.3pp | 3.46%+6.9pp | 244.93%-234.5pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $85 | $70+20.3% | $3,592-97.6% | $115-26.5% |