Filed July 1, 2004
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $29,689 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $24,600 |
Filed as: CONCURRENT INVESTMENT ADVISORS,LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $8,062 |
Service code 28 · EIN 59-2937883 | Investment Management | $8,062 |
Employer 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 | $85,214 | $83,884+1.6% | $64,110+32.9% | $74,478+14.4% |
| Participation rate | 97.9% | 76.6%+21.3pp | 72.3%+25.5pp | 70.7%+27.1pp |
| Annual return | 15.32% | 16.57%-1.3pp | 33.75%-18.4pp | 34.37%-19.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,751-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,094 | $3,692+10.9% | $3,883+5.5% | $4,530-9.6% |
| Admin fee / account holder | $46 | $196-76.7% | $3,071-98.5% | $347-86.8% |