Filed February 9, 2009
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 |
|---|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $380,169 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $140,871 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,140 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $1,200 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $247 |
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 | $31,228 | $56,095-44.3% | $178,499-82.5% | $90,274-65.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 13.94% | 28.81%-14.9pp | 151.10%-137.2pp | 53.97%-40.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,187 | $2,669-18.0% | $5,202-58.0% | $4,231-48.3% |
| Admin fee / account holder | $105 | $101+4.8% | $13,986-99.2% | $114-7.6% |