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.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 12 · EIN 13-1624203 | Claims processing; Participant commun... | $22,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $40,289-100.0% | $110,523-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 47.6%-47.6pp | 4.2%-4.2pp |
| Annual return | 10.23% | 10.64%-0.4pp | 1.69%+8.5pp | 10.64%-0.4pp |
| Employer contribution / active EE | $1,290 | $11,561-88.8% | $24,295-94.7% | $11,561-88.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $1,031-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $1,392-100.0% | $312-100.0% |