Filed April 10, 2003 (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 Service code 15 · EIN 13-1624203 | Recordkeeping | $316,135 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,862 | $66,558-8.6% | $94,285-35.4% | $66,558-8.6% |
| Participation rate | 95.8% | 70.1%+25.6pp | 93.1%+2.6pp | 70.1%+25.6pp |
| Annual return | -16.39% | -16.23%-0.2pp | -24.54%+8.2pp | -16.23%-0.2pp |
| Employer contribution / active EE | $5,876 | $6,266-6.2% | $4,545+29.3% | $6,266-6.2% |
| Participant deferral / active EE | $2,278 | $2,2780% | $5,340-57.3% | $2,2780% |
| Admin fee / account holder | $19 | $26-27.6% | $1,383-98.6% | $26-27.6% |