Filed December 27, 2001
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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $39,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,030 | $69,745+24.8% | $67,511+28.9% | $74,546+16.7% |
| Participation rate | 98.3% | 71.3%+27.0pp | 72.9%+25.4pp | 67.2%+31.1pp |
| Annual return | 12.54% | -40.37%+52.9pp | 3517.41%-3504.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,549 | $2,705-5.8% | $2,733-6.7% | $2,624-2.9% |
| Participant deferral / active EE | $3,749 | $3,636+3.1% | $4,000-6.3% | $4,347-13.8% |
| Admin fee / account holder | $61 | $894-93.2% | $3,999-98.5% | $1,944-96.9% |