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 |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $314,240 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,406 | $111,545+24.1% | $64,110+115.9% | $103,657+33.5% |
| Participation rate | 95.8% | 74.9%+20.9pp | 72.3%+23.5pp | 73.4%+22.4pp |
| Annual return | 17.23% | 17.80%-0.6pp | 33.75%-16.5pp | 33.13%-15.9pp |
| Employer contribution / active EE | $0 | $4,573-100.0% | $2,751-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $8,039 | $4,715+70.5% | $3,883+107.0% | $5,218+54.1% |
| Admin fee / account holder | $25 | $45-44.2% | $3,071-99.2% | $114-78.0% |