Filed November 20, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-CREF Service code 18 · EIN 13-1624203 | Recordkeeping fees; Custodial (securi... | $26,263 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return 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 | $58,569 | $84,948-31.1% | $70,494-16.9% | $73,412-20.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 75.1%+24.9pp | 72.2%+27.8pp |
| Annual return | 9.31% | 13.39%-4.1pp | 109.16%-99.8pp | 59.30%-50.0pp |
| Employer contribution / active EE | $4,079 | $2,834+44.0% | $2,738+49.0% | $2,234+82.6% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,711-100.0% | $3,806-100.0% |
| Admin fee / account holder | $25 | $98-74.9% | $3,848-99.4% | $158-84.4% |